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Routing Fields

The Routing Fields window allows users to view, create, and remove Routing Fields.  A Routing Field is a field or a combinations of fields used as templates for a Routing Value Groups. 

 
 
 
 
The Routing Fields in the Routing Fields list box are ordered according to the order Routing Fields will be evaluated when determining which Routing Field Value to route a Document by. 
 
If we want to Route Sales Contracts for Large Customers differently than small customers, we could set up a Routing Field for Customer Level (A Custom Field).
 
 
You can have one or multiple fields using "Add & close" or "Add & continue"
 
 
 
When the field(s) have been added you can move them up or down based on their priority.
 
 
 
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