Advanced

Enable routing: Select from the following options:

• Route by user

• Route by rule

For the selected routing option, pick one of the following:

• Select from existing: If there are any existing rules, they should be listed here.

• From index field: List of index fields created in the document type.

Workflow note index field: Select a index field from the document or system to add as a note in the PSIsafe workflow.

Document Linking/Attachment Field: Select the desired document or system index field.

Match using Field: Map the folder using the selected index field.

Having a Value of: Enter a custom value to match.

Attach to Parent Document: Add the document to a parent document and match it with a document or system index field.

Match using Field: Map the folder using the selected index field.