Setting Up Routing

Routing lets you create approval routes for documents that need to move within your organization from employee to employee.

When you create routes in WebDocs, the documents themselves remain in WebDocs. WebDocs users who are assigned to a route step can view, work with, approve, or reject a document—all from the WebDocs website.

If a user has a document that is waiting for their review, it displays in their routing inbox. Users who are assigned to a route step can:

• View a document from their routing inbox.

• Review the document's information, like its title, Document Type, and search keys.

• Check out the document, edit it, and check in a new version.

• Approve the document and send it to the next step on its route.

• Reject the document.

• Send a note with an approval or a rejection.

• Add an extra inbox to a route in special circumstances. For example: If the next user in the route is unavailable or a document needs additional approval.

• Complete the document route.

Note:

• You can also set up exit programs to perform custom actions whenever a user accepts, rejects, or completes a document route. For more information, see Appendix D: Using Exit Points.
• WebDocs routing only allows linear routes. If you have more complex routing needs, contact RJS Software about Enterprise Workflow: http://support.rjssoftware.com/product/enterprise-workflow.

This section takes you through the steps to create and manage a route:

1. Activating Routing

2. Creating a Route

3. Adding Steps to a Route

4. Assigning Inbox Access

See also:

• Appendix A: Reference of Relevant Data Areas for a reference of routing data areas.
• Appendix C: Reference of Relevant Commandsfor a reference of routing commands.

 

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4.0 | 201802260747 | February, 2018