Document routing matrix brief

Document type:
Intake route:
Document identity:
Business case or job reference:
Required fields:
Routing conditions:
Reviewers and order:
Approval completion rule:
Version-change rule:
Access owner:
Reminder window:
Backup reviewer:
Exception queue:
Final destination:
Duplicate and retry handling:
Pilot test documents:


From Automations For Business
https://automationsforbusiness.com/blog/automated-document-routing