Setting Up Routing Groups

You need to set up a routing group before you create groupboxes or routing lists. You can set up and access routing groups from the Routing Group and Groupbox Details window and the Routing Group and Routing List Details window.

arrow icon   To set up a new routing group:

  1. Open the Routing Groups and Groupbox Details window from the Navigator.

    Note: If it is more convenient, you can set up a new routing group usingform the Routing Group and Routing List Details window.

  2. Enter the Routing Group Name.

  3. Enter a short description of the group. For example, you might name the group "Personnel Office."

  4. Save the new routing group information.

    See: Adding a User to a Routing Group, Setting up Groupboxes, Setting up Routing Lists