ImageStout - HR ES 5 & 6 Forms - Printing, Indexing, Routing

The form is filled out and ready to print into ImageStout for processing.

Choose File

Then Print and choose ImageNow Printer

Now Choose “Print”

The ImageNow Dialog Box will appear, click the down arrow for more options.

Choose the HR ES forms capture profile:

Click “OK” to print:

The Proposed Keys dialog box will appear:

The form will appear.  Notice the Custom Properties are automatically filled in for you.

The form must be saved here or the document won't be saved in the ImageStout System.

The form will disappear from the screen once the save button has been clicked.

The ES form should be located in your “Forms” workflow queue.

Click on Workflow from your ImageStout toolbar:

Your workflow queue will open:

The ES form is highlighted in yellow below.  Double Click to open.

The open form should look like this.

If the Properties pane on the right or the thumbnails on the bottom of the page are not showing…………..

Choose “View” form the menu at the top of the page.

Then choose Properties:

The document properties pane will appear on the right side of your screen

Now for the thumbnails pane, choose View and Thumbnails

Thumbnails and Properties are both turned on here:

Double Click page 2

Place your stamp in the “Created by:  “Click on the stamp at the top of the page and then click on the signature line.

Route forward to your Budget Manager.

 DO NOT route for additional signatures (stamps), HR will route for signatures once they receive the form from your budget manager.

Route forward button can be found at the bottom on the page or the menu at the top of the screen under “Workflow”.

OR, workflow menu at the top of the page and then choose Route forward.

The “Route Forward” dialog box will appear:

Then choose “route”

The document will disappear and route out of your workflow queue to budget manager selected. The budget manager will route to "1HR_Unclassified_Assistant" for processing.