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.
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Open Microsoft Outlook and locate FileSite in the tree view.
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Go to the document library into which you will route your document.
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Import a scanned document in one of two ways:
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In a folder, right-click on a document name. Then, select Import Scanned Document with Copied Profile.
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Right-click on a folder. Then, select Import Scan.
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Verify or enter Profile information. Then, click Save. HP CR Client opens.
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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.
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Print the Routing Sheet and use it for scanning hard copy documents. Optionally, save it for later use.
See also
Creating a Routing Sheet using DeskSite
Creating a Scan Reservation using FileSite
Opening a document using FileSite
Sending a document directly to the Server