From a Folder - Advanced Capture - English - Foundation 22.1 - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential

Advanced Capture

Platform
OnBase
Product
Advanced Capture
Release
Foundation 22.1
License
Premier
Standard
Essential
Note:

Ensure that Folders have been properly configured for your OnBase solution. For more information, see the Folders module reference guide or help files.

To perform ad hoc Advanced Capture from a Folder:

  1. From the OnBase Client, open the File Cabinets window by clicking File | File Cabinets or by clicking the Open File Cabinets toolbar button.
  2. Expand the folder until you reach the document that you would like to perform ad hoc Advanced Capture on. The document is displayed in the Document Viewer.
  3. To perform Advanced Capture on the displayed document, perform one of the following:
    • With the document selected in the Documents pane, right-click within the Documents pane and selected Perform Document Advanced Capture....

    • Right-click on the document in the Document Viewer and select Perform Document Advanced Capture....

    The Advanced Capture process is performed.

    Note:

    If your workstation is not registered for Ad Hoc Advanced Capture or Advanced Capture, a message is displayed notifying you that the document has been routed to the Awaiting Ad Hoc Advanced Capture batch status queue for processing. In order to see the Awaiting Ad Hoc Advanced Capture batch status queue, as well as process batches residing within it, the workstation must be registered for Advanced Capture.