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Route items

To route a document:

  1. Select the document to route. To select multiple documents, use the Ctrl or Shift keys.
  2. Click Tools > Route > Public Access.

    The Workflow window appears.

  3. Select the appropriate route type:

    • If you select the Route with Rule option, select the appropriate rule.

    • If you select the Route Manually option, select a user or a group of users to route the content.

  4. Select the Route as bundle check box to bundle multiple selected documents.

    Enter the bundle name.

  5. You can add notes to the document route to give the receiving user more information.
  6. Click Send to complete the route.