Privileges required to reroute documents

Issue

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)?

Solution

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 

High

Applies to  

References

The Document view
https://docs.readsoftonline.com/help...ment_view.html

Rerouting an invoice
​https://docs.readsoftonline.com/help...n_invoice.html