Rerouting a Filing to an Individual/Workgroup
Depending on your office’s workflow, users can assign filings to a Workgroup or Individual.
From the Filing Stepper > Summary –
- Assign to an individual by selecting the single-person icon from the drop-down and then select the person’s name you wish to assign to.
- Assign to a Work Group by selecting the Work Group icon from the drop-down and then select the work group you are assigning to.
- If you know the individual within the work group that the filing is being assigned to you can select their name from the second drop down.
- Click Save and Exit the Filing Stepper
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