From the Document Imaging Window - 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

To perform ad hoc Advanced Capture on a document from within the Document Imaging interface:

  1. From the OnBase Client, click Processing | Scan/Index. The Document Imaging window is displayed.

    The Document Imaging window consists of the following unique sections.

    Diagram Section

    Section Name

    Description

    A

    Queue List Window

    The Queue List window displays entries for Scan Queues, Scheduled Processes, and the various batch status queues to which you have access. Select an entry to view in the Working window the individual scan queues, scheduled processes, or batches belonging to that entry. For more details on the entries in the Queue List window, see the table below.

    B

    Indexing Dialog Box

    The Indexing dialog box contains settings for the document being indexed. These settings relate to scan formats, Document Types, and Keyword Values.

    C

    Indexing Status Window

    The Indexing Status window displays messages regarding scanning and indexing activity. Depending on your system configuration, this information may also be written to a log file. Contact your solution provider for more information.

    D

    Filter Field

    The Filter field allows you to type characters by which to filter the individual scan queues, scheduled processes, or batches that are displayed in the Working window for the entry selected in the Queue List window.

    E

    Working Window

    The Working window displays the individual scan queues, scheduled processes, or batches for the entry selected in the Queue List window.

  2. In the Queue List window, select the batch status queue in which the document you wish to index resides. All batches residing in that batch status queue are listed in the working window.
  3. In the Working window, double-click the batch containing the document you wish to perform ad hoc Advanced Capture on. All documents residing in that batch are listed in the Working window.
  4. In the Working window, select the document you wish to perform ad hoc Advanced Capture on. Right-click and select Perform Document Advanced Capture....

    The Advanced Capture process is performed. The document and its associated batch remain in the Awaiting Index batch status queue.

    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.