19.9 Routing Mail to Multiple Recipients Consecutively

Use Routing Slip to send a mail message or task to several users consecutively. You determine the order of the route. When a user marks the routed item Completed, it is sent to the next user on the route.

If the routed item includes attachments, each user on the route can view and add comments to them. When comments are added to an attachment, all subsequent users on the route see the comments.

IMPORTANT:To see that the route is complete and to see comments/changes to attachments, you must add yourself to the end of the route.

NOTE:When you send a routed item to an external address, the item is automatically marked Completed (because the external recipient cannot mark it) and is sent to the next user on the route.

If you want to prevent a proxy from marking routed items Completed, you can require a password to complete a routed item.

19.9.1 Creating a Routed Message

To create a routed message:

  1. Open a mail message or task.

  2. Click Actions > Routing Slip.

  3. In the Route box, type a user name, and then press Enter. Repeat for each user included in the route.

    or

    Click Address on the toolbar to select user names from the Address Selector dialog box.

    You can also specify personal groups as recipients of a routed item. When you use the Address Selector dialog box, the group is expanded into its members so that you can specify the order of the users in the route.

    IMPORTANT:Make sure you add yourself to the end of the route so you see when it is complete and any attachment comments/changes.

  4. Type a subject and message.

  5. If you want to prevent a proxy from marking routed items Completed, you can require the recipient’s GroupWise password to mark the item Completed. Click the Send Options tab, click Security, and then select Require password to complete routed item.

  6. Click Send on the toolbar.

19.9.2 Addressing a Routed Item with an Address Book

To address a routed item with an address book:

  1. In a mail message or task, click Address on the toolbar.

  2. Select the Routing Slip check box.

  3. Ctrl+click names in the order you want to route the item, and then click Route.

    or

    Double-click names in the order you want to route the item.

    Use drag and drop to change the order of names in the list of addresses.

    IMPORTANT:Make sure you add yourself to the end of the route so you see when it is complete and any attachment comments/changes.

  4. Click OK.

19.9.3 Requiring a Password before Marking a Routed Item Completed

When you require a password, users must enter the password for their mailbox before they can mark the item Completed.

To require a password for all routed items you create:

  1. Click Tools > Options.

  2. Double-click Security, and then click the Send Options tab.

  3. Select Require password to complete routed item.

  4. Click OK.

For information on GroupWise passwords, see Assigning a Password to Your Mailbox without LDAP Authentication.

19.9.4 Completing a Routed Item

To complete a routed item:

  1. When you are finished with the assignment or instructions in the routed item, open the item.

  2. If you need to view and edit an attachment to the routed item, open the attachment in its associated application, make your changes, and then save the file and close the application.

    The file is saved to your computer’s temporary files directory. Do not change the path; otherwise, your changes will not be included when the routed item is sent to the next recipient.

  3. In the item, select Actions > Mark Completed, and then click OK.

    You can also select the Completed check box in the item header.

  4. If the sender has required a password to complete the item, type your GroupWise password, and then click OK.

    The item is sent to the next user on the route.

  5. Click Close.