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Conga Support

Viewing Routing Tables

Routing Tables are viewed and managed from the Routing Tables browse screen, and used in conjunction with workflow teams and workflow templates that contain one or more steps that require approval.

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A

Navigation Toolbar

Click on Admin to display a menu of your administrator functions.

B

Workflow link

Select to display a Workflows menu.

Note: If the Workflow link is not present, you do not have the permissions to use this feature.

C

Routing Tables option

Click on the Routing Tables button to display the Routing Tables browse screen.

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D

Routing Table records

View the existing routing tables, which are organized by categories. By default, all categories are expanded and all routing tables are displayed. To view additional information for a routing table, click on it to display the Routing Table Edit screen. From this screen, you can also edit and delete the routing table.

E

New button

Click to create or copy a routing table.

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