There are a number of ways to get files into OnBase. This document will describe how to import files one-at-a-time. Keep in mind, though, that there are also various ways to import documents in batches.
If your document is in already in paper form, you can scan it into OnBase. To do this scanning you can use either an MFP or a desktop scanner.
Make sure the scanner is turned on.
|2||In the Processing menu, select Scan/Index|
|3||Find your scan queue and double click on it to activate|
|4||Select a Scan Format|
|5||Select a Scan Mode|
|6||Select the Document Type|
|7||Enter the date|
If you select pre-index or full index, enter the keywords for that document.
If there is an auto-fill attached to this document, you can also enter the ID number followed by the tab key.
Also, using Drop down arrows and entering the first letters of the keywords with the drop-down arrow will help with indexing and eliminating typos.
|9||When the keywords are filled in click on Scan|
|10||Enter a Batch Name (Description of documents)|
|13||When the papers are scanned you will get virtual rescan message. Press cancel|
|14||Select the correct action in the Scanning Complete Box ( Done if batch is complete)|
|15||The Batch will show up on the right hand side of your window after scan is complete|
Appending pages to an existing document:
If you have a document open and you want to put it into OnBase, you can use the Print button to import into OnBase. For example, perhaps you received an email that needs to be in OnBase. Rather than printing and scanning it, and rather than saving it to a file and importing it, you can send it right into OnBase with the File -> Print features of your software application. This is known as 'Virtual Printing'. Follow these instructions to get your document virtually printed into OnBase.
If the document you have open happens to be part of a document that's already in OnBase, you can append your pages to this existing document with these steps:
If your files exists on a drive (your computer, collab, etc) you can import it directly into OnBase by doing the following:
Another way to directly import an electronic file is the drag-drop method. If the file is on your desktop or you can see it in Windows Explorer, you can simply drag the file to the grey space in OnBase Client. You'll see the indexing window and you can proceed as outlined above.