Opening a FileSite Document

The Open in the End User Interface option submits an electronic document directly from the WorkSite client to the server.

  1. Open Microsoft Outlook and locate FileSite in the tree view.

  2. Go to the document library where you will route your document.

  3. Import a scanned document in one of two ways:

    • In a folder, right-click on a document name. Then, select Import Scanned Document with Copied Profile.

    • Right-click on a folder. Then, select Import Scan.

  4. Verify or enter Profile information. Then, click Save. WebApps opens.

  5. Select the Advanced option.
    WebApps opens with the New Distribution screen. The Destination section is filled with recipient information from the profile.

  1. Create the message by attaching an electronic document(s). Select other recipients, as necessary.

  2. Save the job as a new distribution, or send the message to the server for processing.

See also

About Extensions for iManage

Opening a document using DeskSite

Creating a Scan Reservation using FileSite

Creating a Routing Sheet using FileSite

Sending a document directly to the Server