Route a document to a user (adhoc route) from the Windows Viewer

In the Windows Viewer, you can route the document in the Content Pane through a predefined workflow or to a system user through adhoc routing. When using adhoc routing, you can select a user from a list of users that have rights to the project.

1. On the Content Toolbar, click Route Page(s), then select Route to User (adhoc route).

   

2. Click the name of the user you want to route the document to or type the name of a user in the Search box to search for a user.

3. Click OK.

   

4. Enter comments for the user, then click OK. Comments are optional.

   

5. Select options in the Adhoc Routing Options dialog box, then click OK.

   

   Return routed document to me when user completes/rejects: Assigns the document back to you after the adhoc user has worked on it.

   Set due date: Enforces the specified due date.

6. Click OK to acknowledge the confirmation message.

The user that you routed the document to can view the routed document on the Assignments page.