Starting a routing

Initiating a routing is easy as a few simple clicks!

The easiest place to start a routing is to look in the top right hand corner (of any page) for the "Create New" button.

Clicking on "Create New" will open the menu to allow for you to click 'Routing' to open a new routing window.

In this new window you make your routing and can insert the appropriate title, and routing type (at minimum) before clicking the "Create" button. You can always edit or add to the routing once it has been created.

You have now successfully created a routing!

But remember:

A newly created routing does not automatically get sent to the next person, it acts like a 'draft' until you click the 'Start' button next to your name. When you do that it will trigger the email notification to the next person below to tell them it is time to perform their action.