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Add Predefined Routing Slip Group

Adding predefined routing slip groups is only necessary if your company decides to create these groups. Discuss with your project manager for more details.
  1. Go to Administration.
  2. Click the Legal Department tab.
  3. Select Routing Slips from the sidebar.
  4. Under the routing slips group list, type your new group name into the "Add New Group" text box.
  5. Click Set.

Add individuals to the group by selecting from either of the drop-down lists, then click Add.

Add New Routing Slip Group

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