The button to assign a document to another user (Reroute) is missing. What settings and/or privileges are required to reroute documents in Office (Verify)?
In order for the Reroute button to be displayed for a User in Office, the following must be true:
- The user must have the "Reroute Approval documents" privilege
- Document must currently be in a Workflow
- Document must currently be in "Document Approval in Progress" status (cannot be in "Request for Information" status)
- The current Workflow step for the document is assigned to UserA for Approval. UserA cannot reroute a document currently assigned to UserB unless they also have the "Access MANAGE" privilege.
**Please note: An Admin with "View Documents" & "Process Documents" privileges can also login and open the document in Office, and reroute to another user
Level of Complexity
|AP Essentials (formerly ReadSoft Online)||Current|
The Document view
Rerouting an invoice