Published on Monday, March 25, 2019

How Do I Create a Routing List?

Routing lists consist of users and user groups that have something in common with each other that would streamline the routing of a document. So when a document in prepared to be sent on a route, instead of picking all the users and user groups at the time of creation, you can have a routing list ready to go. Note that these routing lists are not the same routing lists mentioned in our Folio Manager product. To learn more about those, please watch our videos concerning Folio Manager.

To make a regular routing list, go to Desktop. Click on Administration -> Routing List. Right click and select New. To add members, you can either double-click, or highlight the member and select add. If you need to remove, highlight and click remove. Once you feel content with your configuration, click Apply, and the routing list will be saved into Desktop.


Check out the video How Do I? - Create a Route List for more information.

 

 

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