To add a new Routing Path:

1. From the main menu, click System Setup, then click Routing Setup.
2. Click on the Routing Paths tab.
3. Click the Add New button.
4. Enter the Routing Path name by clicking in the Name field and typing. (This field is manda­tory.)
5. Click Save on the toolbar.
6. To specify the Recipients in the Routing Path click the Add New button in the bottom right corner of the screen.
7. From the Recipient dropdown list, click the down arrow and choose the first Recipient in the Routing Path. This is the person or position the document will Route to first.
8. Click Save on the toolbar.
9. Repeat steps 5-7 until you have chosen all Recipients in the Routing Path.
10. If you need to change the order of the Recipients, in the Order field beside the field you wish to move, click on the arrow pointing up if you wish to move the field up, or on the arrow pointing down if you wish to move the field down.
11. To delete a Recipient, click the Delete icon next to the Recipient you wish to delete.
12. A warning message appears. Click OK to confirm the delete, or Cancel to return to the Routing Paths screen.
13. Click Save on the toolbar.

To duplicate a Routing Path:

Note:

The Duplicate and Delete buttons will not appear until you have set up at least one Routing Path.

1. From the main menu, click System Setup, then click Routing Setup.
2. Click on the Routing Paths tab.
3. From the Available Routing Paths dropdown list, click the down arrow and select the Routing Path you wish to duplicate.
4. Click the Duplicate button.
5. A warning message appears. Click Yes to confirm the duplication, or Cancel to return to the Routing Paths screen.
6. The duplicated Routing Path will appear in the Available Routing Paths list box with (Copy) attached to the end of the title.

To rename a Routing Path:

1. From the main menu, click System Setup, then click Routing Setup.
2. Click on the Routing Paths tab.
3. From the Available Routing Paths dropdown list, click the down arrow and select the Routing Path you wish to rename.
4. Insert your cursor in the Name field and edit the name as needed.
5. Click Save on the toolbar.

To delete a Routing Path:

1. From the main menu, click System Setup, then click Routing Setup.
2. Click on the Routing Paths tab.
3. From the Available Routing Paths dropdown list, click the down arrow and select the Routing Path you wish to delete.
4. Click the Delete button.
5. A warning message appears. Click Yes to confirm the delete, or Cancel to return to the Routing Paths screen.
6. Click Save on the toolbar.