Configure DocRoute™ Tasks

Sage Paperless Construction Help

Use this page to create and edit tasks that are assigned to individuals during the DocRoute process.

Tasks are vault-specific.

From My Paperless, click DocRoute™ Settings.
In the DocRoute™ Settings navigation bar, click Tasks.
A page similar to the following displays:

You can use the Tasks page to do the following:

	To create a new task, click Add. For more information, see Configure Attach Document Tasks in DocRoute™ Settings to create a document indexing task or Configure Manual Completion Tasks in DocRoute™ to set up that task criteria.
	To delete one or more tasks from the list, select their check box and click Delete.
	To search for a specific task, enter a portion of its name. Then, press Enter or click the Search icon.
	Click Copy to duplicate a task. See Copy DocRoute™ Tasks for more information.
	Click Edit to update a task. See Edit Tasks in DocRoute™ for more information.

Use this functionality to index a specific document in a specific way to a route to complete a route task.

From the Tasks page, click Add.
In the Name field, enter the name of the routing rule. This field is required.
From the Completes On dropdown, select Attach Document.
Use the dropdown in the Additional Validation Document Type(s) field to access the list of document types:
Highlight the document type to select it.
The Active check box is selected by default. If the task should not be active, deselect the Active check box.
Click Add/Remove Index Fields.
The Add Index Fields dialog displays:
Click the check box(es) to make your selection(s).
Note
The Indexes grid portion of the Tasks Editor can resemble the following:
To populate the Value column(s), click the Search icon.
In the lookup dialog, select the value and then click Ok.
Click Close.
Repeat steps 9-11 until all appropriate Value column fields are populated.
Important
If you have an Index Field (listed in the Add Index Fields dialog) as part of the Tasks configuration, but that Index Field has no assigned values, it is systematically removed when you click Save. It is also removed from the Add Index Fields dialog to ensure there are no index fields with blank values.
Click Save.

From the Tasks page, click Add.
In the Name field, enter the name of the routing rule. This field is required.
From the Completes On dropdown, select Manual Completion.
The Active check box is selected by default. If the task should not be active, deselect the Active check box.
Click Save.

To make a copy of an existing task, click the Copy icon.
A Copy Task dialog similar to the following displays:
Click Copy.
Click the Edit icon to update the copied task.
Click Save.

From the Tasks page, find the task you want to edit.
Click the Edit icon.
On the General tab, make any necessary updates to the task name, type or index information.
Click Save.

In this section:

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