Maintain Routing Profiles

Creating a Routing Profile

1. Click Menu, Maintenance, Maintain Routing Profiles.
   

1. Maintain an existing routing profile by double-clicking the record or click Add to create a new routing profile.

2. Enter a Route Name then click Submit.
   
   The route will be Saved and added to the list of available routing profiles.

3. Double-click the Routing Profile the click Add to create Routing Rules.
   

4. Complete the Routing Profile Maintenance fields.
   

Route Name: Automatically loaded with the Routing profile name. (Required Field)
Route to User: User’s defined to this routing profile (Required Field)
Sequence: The arrival sequence of documents.
Stop Rules: Rules associated with this profile.
Email Document to User: Send an email notification which will include the image. The image will NOT be routed to the user’s workbasket. This option can not be used with the approval/disapproval process since the image is not sent to a workbasket.
Email Arrival Notification: Send an email notification which will include a link to the workbasket to view the routed/approved/disapproved image. This message can be customized using control parameters.
In Primary User Absence
Route To User: The user defined here will have access to the documents between the specified dates.
Date From/Date To: Specify a date range for routing to an alternate user when the primary user is unavailable.
Delete Record: Delete this profile.

If Email Document To User = Y, click Routing Destinations.

Destination: Email address for the user account.
Images: Email documents as PDF or OEM.
Notes: Include notes related to the routed document(s).
Combine PDF: Combine documents into a single PDF when possible.

Copyright 1992, 1999, Real Vision Software, Inc. (RVI), Alexandria, Louisiana. No part of this document may be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into any language or computer language in any form or by any means without the express written consent of RVI Software, P.O. Box 12958, Alexandria, LA 71315-2958. However, copies of the One Look Manual can be reproduced, in whole or part, for use with the Real Vision Imaging System by Real Vision Software Licensee’s, for use with the imaging system.