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Perceptive Content - Routing Documents within a Workflow
For this document, I have constructed a sample workflow that we will use as an example. The workflow goes as follows:
Routing Documents within a Workflow.
1. I have already put a document into our first queue “Import_Test”. You can easily see this by clicking on “workflow” on the Perceptive Content toolbar and then selecting the “Documentation Test” Workflow, and then “Import_Test”.
2. Double click the document to open it. At the bottom left of the screen is a toolbar that allows you to route this document forward, backwards, or to route anywhere in the workflow.
3. For standard practices Route Forward will be the main function that a user will use. This will allow the document to only go to a queue that is ahead of it in the workflow. Route Anywhere will allow you to send the document anywhere in the workflow. Clicking Route Backward will only let you send the document a previous queue. In general, most users will only have the Route Forward functionality. Given your privileges within Perceptive Content the Route Anywhere and Route Backwards options may/may not be grayed out.
4. Clicking one of the three buttons will pull up a menu to select which queue you would like to send the document to (provided that there are multiple queues), if there is only one queue then the document will automatically be sent. If there are multiple queues, simply select the desired queue, click “Route” and the document will be sent there immediately.
If you have questions, please contact the ITS Help Desk at 608.342.1400 or firstname.lastname@example.org. You may also visit the Help Desk on the first floor of the Karrmann Library.