Opening a DeskSite Document

The Open in the End User Interface option submits an electronic document directly from the WorkSite client to the server.

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.

4. Verify or enter Profile information. Then, click Save. HP CR Client opens.

5. Select the Advanced option.
   HP CR Client opens the New Distribution screen. The Destination section is filled with recipient information from the profile.

6. Create the message by attaching an electronic document(s). Select other recipients, as needed.

7. Save the job as a new distribution, or send the message to the server for processing.

About Extensions for iManage

Opening a document using FileSite

Creating a Routing Sheet using DeskSite

Creating a Scan Reservation using DeskSite

Sending a document directly to the Server