Manually Creating Bar Codes - Bar Code Generator - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Bar Code Generator

Platform
OnBase
Product
Bar Code Generator
Release
Foundation 22.1
License
Standard
Essential
Premier

To manually create bar codes:

  1. From the Document Type Group drop-down list, select a Document Type Group.
  2. From the Document Type drop-down list, select a Document Type. Options are filtered according to the selected Document Type Group.
    Note:

    If you click on the Document Type drop-down list before selecting a Document Type Group, the Document Type Group will default to <ALL>, making Document Types for all Document Type Groups available for selection.

  3. If you would like to create a bar code for the Document Date value, select the Document Date check box. The current date is selected by default. Depending on your settings, any of the following may apply:
    • You may be required to create a Document Date bar code.

    • If the Document Date field is selectable, you can change the default value manually by entering a date in the field or by clicking the drop-down arrow and selecting a date from the calendar.

    • The Document Date check box may be automatically selected and disabled. In this case, the default value of the current date cannot be changed.

    For more information on the settings that control the Document Date field, see Options.

  4. Enter any desired Keyword Values. Depending on your configuration, documents may be indexed with the aid of AutoFill Keyword Type Sets, Multi-Instance Keyword Type Groups, Keyword Data Sets, and/or Cascading Data Sets.

    For more information on these features, see the Client module reference guide or help file.

    Tip:

    To expedite the entry of Keyword Values, you can use standard keyboard shortcuts for copy (Ctrl+C), cut (Ctrl+X), and paste (Ctrl+V) actions.

  5. Perform one of these three actions to add the information as a bar code record:
    • Select Record | New Record.

    • Press F7.

    • Click the New Record button.