Sending a DeskSite or FileSite Document

You can use DeskSite or FileSite to send documents directly to the server.

  1. Open DeskSite. Or, open Microsoft Outlook and locate FileSite in the tree view.

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

  3. Right-click on the document of interest and select Send to AccuRoute for iManage.

  4. The WebApps offers two options:

  • AdvancedWebApps opens to the New Distribution screen. The Attachments section contains recipient information from the profile. You can select any recipients necessary. Then Save the job as a new Distribution, or Send the message to the server for processing.

  • Send using Existing ReservationWebApps displays a list of distributions in the My Distributions screen. Select any job from the list and click Send, delivering the message to the Server for processing.

Save the job as a new distribution or Send the message to the server for processing.

See also

About Extensions for iManage

Creating a Routing Sheet using FileSite

Creating a Routing Sheet using DeskSite