Group Permissions – DMS Item(Document)

Start Routing Permission

OVERVIEW

Start Routing Permission allows the users to perform Routing and Signing of DMS items and work items. It displays Start Routing button on top of the item details page. It is available for DMS Item Work Item and other Work Items too.

Start button gets displayed or hidden for Documents and Records on Electronic Signature based on the permission set.

HOW TO ENABLE/DISABLE START ROUTING PERMISSION:

To enable or disable Start Routing permission, user need to follow simple steps

  • Select the Groups from Users & Groups in Admin (Make sure user select the group related to a required project and a user)
  • Click on the View icon against the Group you want to update the permission
  • Select the Work Item Permissions tab
  • Select ‘DMS Item’ work item or any Work Item from the selection list.
  • Select the checkbox for ‘Start Routing‘ option.
  • To remove the permission, uncheck the checkbox for ‘Start Routing‘ option.

Note: User needs to refresh from setting or re-login to apply the changes.

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