About Routing Sheets

Routing sheets always contain Embedded Directives information. An AccuRoute Desktop or Web Client user can generate a Routing Sheet containing the Embedded Directive information and add the Routing Sheet to an outbound message.

When the server generates a routing sheet on demand for an AccuRoute Desktop user, it creates an Embedded Directive, stores it on the server, and includes in the routing sheet. (This Embedded Directive acts like a "key", as it unlocks the routing information and processing instructions associated with the document.) When an outbound document includes a routing sheet containing an Embedded Directive, the server scans the text of the document (using OCR technology) and detects the Embedded Directive.

Routing Sheets are the result of two files.

  • Routing Sheet template - Can be in OMTPL, RTF, DOC, HTM, or HTML file format.
  • Routing Sheet display name - must be in the WTX file format and have the same name as the Routing Sheet template file.

Routing sheets are created from routing sheet templates on the server. These routing sheet templates can be customized to suit the needs of your company. You can modify the routing sheet templates installed on the server and create new routing sheet templates that might have general or specific uses in your company.

After you customize routing sheet templates for your company and store them in the appropriate directory on the server, AccuRoute Desktop users will be able to select the routing sheet "style" they want to use from a list in AccuRoute Desktop. The list displays all the routing sheet templates on the server.

 

While the routing sheet's primary function is to carry an outbound message's Embedded Directive to the server, the routing sheet also serves as a cover page for the message. When a user creates a routing sheet, the user can choose to include the routing sheet as part of the delivered message, or omit the routing sheet from the delivered message.

Note: The routing sheet must be either the first page or the last page in order to detect and create messages.

 

For WebApps and DMS use only

Administrators can set single-use routing sheets as a default for WebApps users that are integrated with the following document management systems.

The routing sheet's distribution will appear at the top of the distributions list when scanning at a device for quick and easy selection. This can also be set as a default setting. In addition, an expiration schedule can be defined to automatically remove the distribution by a specific date. The removal of the routing sheet and distribution information is managed by the Maintenance component.

Setting up single-use routing sheets

To set up a single-use routing sheet

  1. In the Server Administrator, expand Configuration.

  2. Select WebApps. The profiles appear in the Details pane.

  3. Select the appropriate profile, for example, Default. The Default Profile Properties dialog box appears.

  4. Select the Features tab.

  5. Select ScanToWeb. The ScanToWeb Feature Properties dialog box appears.

  6. Select RoutingSheet. The RoutingSheet Feature Properties dialog box appears.

  7. Select the Options tab.

See the Routing Sheet Feature Properties dialog box example below.

routing sheet feature properties options use routing sheet only once

  1. Select the appropriate routing sheet template, for example, My Files Simple from the Routing Sheet Template drop-down list.

  2. Select the Use Routing Sheet Only Once check box.

  3. Select the Sort at Top of Device Listing check box.

  4. Select the appropriate Expires option for your workflow.

    • No Expiration

    • Expires - Specify the schedule parameters.

    • On Specific Date - Specify a specific date.

  1. Select OK on the RoutingSheet Feature Properties dialog box.

  2. Select OK on the ScanToWeb Feature Properties dialog box.

  3. Select OK on the Profile Properties dialog box.

 

See also

Creating Routing Sheet Templates Guidelines

Routing Sheet Template Variables List

Supported Bar Codes