Virtual print process
Once your machine and Traverse user have been set up for virtual print, you'll be able to select Traverse Virtual Printer as the printer when you print a file. You may also be prompted for your Traverse credentials.
Note: You cannot virtually print TIF/TIFF files. Additionally, the print process times out after 10 minutes, so larger files may time out and fail to print.
Then you can add that file to Traverse from the + New menu > Virtual prints.
On the virtual prints page, you'll see the files you've virtually printed.
To submit a virtual print* as a content item in Traverse
Select a virtual print. If you don't see a thumbnail for the virtual print you want to submit yet, wait a moment then refresh your browser window.
The right-hand panel expands with more options.
Use the pencil and date icons to select a content type, select a date, and add connections.* You can create a work item** with the pencil icon in the Work item section.
*If you navigate to the virtual prints page from a case, a person, or an organization, that connection will appear in the right-hand panel.
**Some content types may have been configured by your agency to have work items with default values. As a result, switching the content type could replace the work item that exists in the right-hand panel.Click Submit content item.
The content item submits, and you have the option to select another virtual print and repeat these steps. You'll be able to find the content item on its connections' pages or in a search.
Virtual prints will be available to submit for 60 days. After 60 days, unsubmitted virtual prints will be permanently deleted.
To combine virtual prints into a single content item
Select the virtual print you want for the first page. The number 1 will appear in the checkbox and the thumbnail will darken.
Continue to click the virtual prints in the desired page order. The second page will have the number 2 and darken when selected. The third page will have a number 3 and darken, and so on.
Once the prints are selected in numeric order and the Requirements in the right panel are completed, click Submit content item.
The content item submits, and you have the option to select another virtual print and repeat these steps. You'll be able to find the content item on its connections' pages or in a search.
To add signatures and annotations to a virtual print
Select a virtual print. If you don't see a thumbnail for the virtual print you want to submit yet, wait a moment then refresh your browser window. The Preview virtual print window will open with the annotation toolbar appearing in the upper right.
Click on the annotation you want to add to your virtual print.
The Drawing button allows you to draw using your mouse. You can choose Drawing, Freeform Highlight, Text Highlight (for documents with a text layer), or the Eraser to remove any marks you don't want.
The Sign feature opens the Add signature window where you can Apply your saved signature, draw a signature, or use a connected signature pad. The signature will appear at the top of the page by default. When you select the signature, you can move it or resize it as necessary.
The Text button allows you to add text boxes.
The Line feature allows you to create Lines, Arrows, Rectangles, and Ellipses.
Optional - If you need to delete any newly created annotations, select the Hand icon (Pan Mode) from the toolbar.
To delete a single annotation, click on the annotation or signature so that it is selected. The Delete trash can icon will appear in the annotation ribbon. Click the trash can to permanently delete the annotation.
To delete multiple annotations, click on a single annotation so that it is selected. Hold CTRL on your keyboard, then click and drag to create a rectangle that covers the annotations you want to delete. The annotations will show blue boxes around each one when selected. Click the trash can to permanently delete the selected annotations from your virtual print.
When you're finished, click Apply Annotations in the upper right of the screen to permanently add the annotations to the virtual print. This may take a moment, so please do not refresh your screen.
Optional - If you're not ready to finish the annotations on your virtual print, just close it, and it will appear with the rest of your virtual prints. Please note: The annotations will not display on the thumbnail of the virtual print.
Now the virtual print can be submitted as a content item with the applied annotations.
Annotations can be modified in various ways including the Color, Fill Color, Opacity, Thickness, Size, Style, and formatting. The options will vary depending on the type of annotation.