Office Routing Plus for Document Routing™

Office Routing Plus™ (ORP) is an international leader in sequential workflow. Our products run as add-ins inside of either Excel, Word, or Outlook. Our Excel and Word add-in allows you to route MS Office 2007, 2010, 2013, and 2016 Word documents and 2007, 2010, 2013, 2016, 2019, and Office 365 Excel Spreadsheets. Our Outlook add-in allows you to route any type of document and multiple documents can be routed for review in one routing process. Originally developed as a fix to the Missing Routing Slip problem, ORP has developed into an enterprise solution that covers your workflow and document approval needs.

Workflow routing slip use highlights

• Document Approval
• Document and File Collaboration
• Document Signature Collection
• Performance Appraisal Reviews
• Vacation Approval forms
• Expense Approvals
• Timesheet approvals

Benefits of workflow

• Standardize document and task handling.
• Standardize document life cycle management.
• Proper tracking and auditing of business processes and document handling.
• Increased content quality.
• Elimination of risks associated with errors and omissions.
• Notifications and alerts to ensure proper scheduling and task balancing.
• Streamlining of common business processes for consistent operations.

Read more about our Workflow Methodology

Workflow features for document routing

• Setup routing slips and route to next recipient right from within a Microsoft Word document.
• Advanced tracking of the status of routing documents for the routing initiator (and any other recipients can be signed up to receive tracking control).
• Works in Mixed Office Environment. Our ORP plug-in installs on and routes documents across Microsoft Word 2000, 2002, 2003, 2007, 2010, 2013, 2016, 2019, and Office 365. Word Documents can be routed back and forth between users on any combination of the above versions of Microsoft Office.
• Linkable to Microsoft Outlook Global Address List or Microsoft Outlook Address Book. This feature allows you to choose to route recipients that are displayed in your organization's Microsoft Active Directory store.
• ORP displays a message when Microsoft Word is closed indicating the document has an attached routing slip if the document has not already been routed to the next recipient.
• Handles the out of office situation. Allows document to skip over the person who is out without compromising the integrity of the route path.
• Reset and Delete Routing Slip options.
• Visual status label box at top clearly shows status of document.
• Available in multiple languages and configured for international settings (such as regional dates and times, etc).

Read more about our Routing Features

Enhancements from Microsoft Word 2000, 2002, and 2003 routing

• Expect all the routing features found in Microsoft Word 2000, 2002/XP, 2003 plus more.
• Retains the "return when done" option from the 2003 Microsoft Word routing mechanism, which sends the finalized document (with any changes) back to the routing initiator. Office Routing Plus also allows the routing initiator to optionally receive the updated document after each user routes it, rather than just at the end of the routing life cycle.
• Better looking graphical user interface (GUI) than the 2003 routing mechanism. The three columns in the grid clearly indicate who has received this document, who it was last sent from, and when the document was sent, as well as who it needs to go to next.
• Use ORP together with the "track changes" and comments features of the old Microsoft Office feature set for a more comprehensive and powerful routing approval process. Toggle on/off the tracking feature right from within ORP for each routing document.
• Routing slips work with Microsoft Office 2003 on Microsoft Windows 7 (many users who upgrade to Windows 7 but stay on Microsoft Office 2003 find that Microsoft's routing no longer works; Office Routing Plus fixes this problem).
• For many users, the old built-in Microsoft Word 2003 routing would throw an Outlook security prompt every time a document was routed. These annoying prompts will not show in Office Routing Plus.
• Supports email clients such as Microsoft Outlook, Thunderbird, Eudora, or any other email program you use. Runs on emails services like Microsoft Exchange and Gmail.
• Create a list of recipients and save this list for one-click retrieval of the current document (or any other documents) later. Also supports routing templates.
• An option for initiators to route the updated document to them at each step (i.e. after each recipient routes to the next person, the initiator will get a status email and optionally can have the updated document attached to this status email). Similar feature to the Microsoft Word 2003 "track status" option.

Read our Official Guide to the Missing Routing Slip

Practical document routing

• Editorial Approval
• Time Cards
• Security Authorizations
• Payroll
• Invoices
• Purchase Orders
• Expense Reports
• Presentation Reviews
• Employee Reviews
• Vendor Reviews
• Due Diligence Approval