Route To Multiple Users

Routing to multiple users is available in WorkBaskets.

From inside your WorkBasket, there are 2 options for routing to multiple users :

STEP 1:

Option 1
Right-click on the record to be routed, then click Route Multiple Users.

Option 2
Double-click the record to view the document, then click Route Multiple Users from the left pane.

STEP 2:

Fill in the input fields in the Route Multiple Users selection box.

Once you enter User 1, User 2 will become available. Continue until you have selected all the users for this routing instance.

Delete Originator: This defaults to Checked. This flag controls if the documents to be flagged as deleted from the originators workbasket once Submit is clicked.

Based on our example in Setting Up Route To Multple Users, we want this option checked because the last user approves this document then the document is routed back to the originator indicating the approval process is complete. If the document is disapproved at any time during the approval process, it will be routed back to the originator.

*Notes are available during any stage of the process.

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