Routing documents
Routing a document allows you to send a document for an online review to several reviewers in a specified order. In this routing process, the document is sent to one reviewer at a time, so that each reviewer sees the changes made by each of the previous reviewers. When you route a document, it is inserted in an e-mail as an attachment. You must have an e-mail client, such as Mozilla Thunderbird or Microsoft Outlook, installed on your computer for this option to work. For more information about using Microsoft Outlook as your default address book, see “Choosing an address book for WordPerfect.”
To route a document, you must create a routing slip. The routing slip allows you to specify the recipients of the document and the order in which they will receive the document.
A reviewer who receives a routed document can make changes and revisions to the document. The reviewer can then save the changes, close the document, and send it to the next reviewer listed on the routing slip. Alternatively, a reviewer can wait before sending the document to the next reviewer or can reassign a routed document to another reviewer listed on the routing slip.
To create a routing slip |  |
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1.
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Click File
 Document Routing slip. |
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2.
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Type a subject name in the Subject box.
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The subject name that you type in the box appears in the subject box of the e-mail to be sent.
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3.
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Type a message in the Message box.
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The text that you type in the Message box appears in the message area of the e-mail to be sent.
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4.
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Click Addresses to add reviewers to the Reviewers list box.
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The WordPerfect or Outlook address book opens to allow you to choose the reviewers’ e-mail addresses.
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To review a routed document | |
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In an e-mail message, double-click the attached document.
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If you want, you can save the document and then open the saved document to review it.
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2.
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In the Reviewer mode options dialog box, click Review.
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3.
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Type your name in the Reviewer list box.
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4.
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Open the color picker on the feature bar, and click a color. All changes you make to the document are displayed in the color you choose.
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To see another reviewer’s color selection, choose the reviewer’s name from the Reviewer list box.
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5.
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Edit the document.
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6.
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Click Close.
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You can edit the additions made by previous reviewers; however, you cannot edit or undo the deletions made by previous reviewers.
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To reassign a routed document | |
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1.
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In the e-mail, double-click the attached document.
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2.
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In the Reviewer mode options dialog box, click Reassign.
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3.
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In the Reassign document review dialog box, choose a reviewer from the list.
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4.
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Click Send.
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