Creating a FileSite Routing Sheet

The Create New Routing Sheet option creates a Routing Sheet in your iManage document library. You can use the Routing Sheet to scan hard copy 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 Microsoft Outlook and locate FileSite in the tree view.

  2. Go to the document library into which 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 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 hard copy documents. Optionally, save it for later use.

See also

About iManage Extensions

Creating a Routing Sheet using DeskSite

Creating a Scan Reservation using FileSite

Opening a document using FileSite

Sending a document directly to the Server