Creating a DeskSite Routing Sheet

The Create New Routing Sheet option creates a Routing Sheet from within your iManage document library. You can use the Routing Sheet to scan hardcopy documents from any scan-enabled device. The documents are submitted to the server for processing and routing to the WorkSite repository according to the Routing Sheet instructions.

  1. Open iManage DeskSite.

  2. Go to the document library into which you will route your document.

  3. Import a scanned document in one of three 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.

    • Open the File menu. Then, select Import Scan.

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

  2. Select the Create Routing Sheet option.
    A Routing Sheet is generated with the destination information from the profile, and opens in your default PDF viewer.

  1. Print the Routing Sheet and use it for scanning hardcopy documents. Optionally, save it for later use.

See also

About Extensions for iManage

Creating a Routing Sheet using FileSite

Creating a Scan Reservation using DeskSite

Opening a document using DeskSite

Sending a document directly to the Server