Routing Documents

Webdocs uses routing to automate the manual process of moving a document from person to person for approval. Your Webdocs administrator may have set up routes for your organization or department.

Adding a Document to a Route

To add a document to a route so that other users can approve it:

NOTE:

Before you begin, make sure your administrator has told you which routes to use.

  1. On the side menu of the Documents tab, click the folder of the document to add to a route j(you can also access a list of documents with either a folder list or a search list), and click View document details next to the row of the document to add to a route.

    The document's information displays.

    The preview panel is open on the right by default.

  2. Click the Route tab .

    The route tab shows users all the route history for a document, including active routes.

  3. In Select Routing Process(es), choose the route to add this document to. If more than one route is available, you can choose more than one route. You may not add a document to a route a second time unless that previous route is completed.

  4. Click Assign to Process(es) .

    A confirmation message displays, and the new route is displayed in the route history list.