Video highlights include: 

What are Routing Steps? – 00:08


Reviewer’s view of Routing Steps – 01:19


Start your Routing Steps – 01:30

  • Routing Steps not needed – 02:37
  • Disable Accept or Return Application – 02:49

Add a Routing Step – 03:45

  • Routing Step Name, Order, Type – 03:50
  • Review Deadline 04:33
  • Default Reviewer(s) Field – 05:50
  • Automatically Assign Reviewers – 06:27
  • Reviewer Instructions Box – 06:58
  • Add Attachment – 07:29
  • Comments to Administrators – 07:38

Different Routing Step Types

  • Comments & Ratings (up to 20 criteria) – 08:05
  • Approve / Do Not Approve – 09:55
  • Form Designer – 11:02
  • Committee Routing Steps (two options)– 13:19
  • Document Upload – 14:45
  • Return for Revisions – 15:05

Final Options

  • Routing Step Options Box – 17:14
  • Routing Step Recap Box – 19:53
  • Reviewer Acknowledgement Box – 20:45