Creating a Route

This topic shows you how to set up a new document route.

To set up a document route:

1. In the Webdocs Route Designer, click Add Route.

   

   Add New Route displays.

   

2. In Title, type the name of the new route.

3. (Optional) In Description, type a description of this route.

4. In Manager, choose the route manager.

   A route manager is the Webdocs user who is notified when a document is approved or rejected or when a route is completed. A route manager can be any Webdocs user who has an email address in Webdocs. You must also select one of the manager-notification options to choose when the route manager is notified.

5. In Manager Notification Options, choose one or more options for when the manager receives an automatic email:

   • When a user accepts a document.

   • When a user rejects a document.

   • When a document completes a route.

6. In Return Options, choose what happens when a Webdocs user returns a document:

   • Allow user to return a document– send the document back to the previous step for correction.

   • Clear from route after return– remove the document from the route.

7. Click Add Route .

   The route is set up and displays.

   

8. Continue to Adding Steps to a Route.