Routing

Routing sends each processed document to the destination that matches it, with a fallback for anything else. Set it up with the Routing policy, or in any pipeline's destination settings.

Set up the Routing policy#

1. Open Processor → Pipelines and select Set up on Routing.
2. Under Watch, choose the folder, bucket or webhook the policy watches, or connect a new source.
3. Select Add a route for each group of documents, choose what to match and choose its destination.
4. Under Everything else goes to, choose the fallback destination.
5. Select Create pipeline.

A watched folder runs as files arrive and a webhook as deliveries come in; other sources are checked every hour. Routes that match on document type add a Classify step, which needs AI classification (Classification). Routes on file properties work without AI.

Matching options#

Enter exact property values separated by commas. Wildcards and regular expressions are not supported.

Add rules in the pipeline builder#

1. Create writable sources for your destinations.
2. In the pipeline's destination settings, turn on Send document types to different places.
3. For each rule, select Add a route, choose Match by, enter the values and choose a destination.
4. Rules are checked in the order you add them, and the first match wins.
5. Under Everything else goes to, choose a fallback destination for unmatched files.

For classification-based routing, include a Classify step before delivery.

Example without AI#

Test both matching and unmatched files. If an earlier step converts the document, check that your rules match the output format.