To activate Routing features:

1. From the main menu, click System Setup, then click Routing Setup. 
2. From the Routing Method dropdown list, click the down arrow and choose Manual or Auto Route. 
3. Type in the maximum number of days you wish to allow documents to remain routed with no action in the Routing Period (Days) field. The minimum number of days is 1, the default is 14, and the maximum number of days is 999. 
4. Click the Require Routing box if you wish to require routing. Appraisals and Forms boxes will appear. 
5. Click in the Appraisals box if you wish to require routing on appraisals. 
6. Click in the Forms box if you wish to require routing on forms. 
7. Click in the Routing Email Notification box if you would like users to receive routing e-mail notifications. 
8. Click in the Routing Complete Notification box if you would like appraisers to receive e-mail notification when the routing is complete. 
9. Click in the Allow Routing Notes box if you would like users to have the ability to add notes related to routed items. 
10. Click Save on the toolbar.