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