CONTENTS Title Page Copyright Page Preface 1 Overview 1.1 Routing Package Processing 1.2 Templates 1.3 Routing Packages 1.3.1 Roles 1.3.2 Routing 1.3.3 Tracking 1.3.4 Attachments 1.3.5 Signatures 2 Using TeamRoute 2.1 Checking Your System 2.2 Getting Started 2.2.1 Creating and Sending a Simple Routing Package 2.2.2 Responding to a Simple Routing Copy 2.2.3 Responding to a Completion Message 2.3 Processing a Typical Routing Package 2.3.1 Creating and Sending a Typical Routing Package 2.3.2 Responding to a Typical Routing Copy 2.3.3 Responding to a Typical Carbon Copy 2.4 Using Other TeamRoute Functions 2.4.1 Preparing Complex Attachments 2.4.2 Bypassing Recipients 2.4.3 Creating Personal Templates 2.4.4 Viewing Routing Package Elements 2.4.5 Deleting Routing Packages 2.4.6 Tracking Routing Packages A TeamRoute Messages A.1 Service Messages A.2 Nondelivery Messages FIGURES 1 Conventions 1-1 Physical Template with Work-Item Copies 2-1 ALL-IN-1 Menu 2-2 TeamRoute-Routing Package Processing Menu 2-3 Selecting a Template 2-4 Initiator Role Help 2-5 Create Routing List Screen 2-6 Updated Create Routing List Screen 2-7 TeamRoute ROUTING PACKAGE 2-8 Sign Routing Package Screen 2-9 TeamRoute Service Message 2-10 Document Index for the TMR TEMPLATES Folder 2-11 List of Available Roles 2-12 Telephone Call Slip Form 2-13 Routing List For: Test Telephone Call Slip Routing Package 2-14 Modify Routing List-Routing Copy Screen 2-15 Index of Signatures for: Test Telephone Call Slip Routing Package 2-16 Specific Signature Information 2-17 Routing Package History A-1 Sample TeamRoute Service Message TABLES A-1 Service Message Descriptions and Recipients