Routing multiple workflows

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  1. Click the Search Workflows link in the GoFileRoom toolbar.
  2. Enter search criteria in the index fields of the Search Workflows screen and click the Search button.
  3. In the search results list, mark the checkboxes for the workflows that you want to route.
  4. Right-click and choose Route from the context menu.
  5. In the Current Step section, click the multi-value search Multi-value search button button and make any necessary changes to mark steps as complete.
  6. Verify that the group assigned to the next step in the workflow is selected in the Assigned To Group and/or Assigned To Person fields. Select [Use Assigned To Person Selection] to use the individual assignments currently designated in each workflow.
    • To route the workflow to a common queue or routing pool, select the associated group in the Assigned To Group field.
    • You can use the Assigned To Group field to filter the names that appear in the Assigned To Person field, such as when you are trying to route to someone who works in a particular office.
  7. Enter any appropriate notes in the Routing Note field.
  8. Click OK to route the selected workflows.

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