Documents and intake
How do I route documents to the right person automatically?
Use information already in the document or intake record—such as document type, customer, location, amount, or request category—to decide the route. Keep the rules simple and provide a fallback when the document does not match a known case.
What to check
- Which fields determine who should receive the document?
- What happens when the document cannot be classified?
- Can the route be changed without rebuilding the whole workflow?