The File Transmission Tab - Branch Capture Check Processor - English - Foundation 22.1 - OnBase - external

Enter the path of the folder that the OnBase Client searches for transmitted document data files to process. The path can be entered manually or selected by clicking the Browse button.

Enter the path of the parent folder that document data files that have been transmitted to the OnBase Client module are copied to so that they are available to the scanning client in the Batch view.

A sub-folders is automatically created under the parent folder for each day the scanning client is used to transmit batches. This folder is used to store the document data files that were transmitted that day and the .xml file; this is file that must be selected in the scanning client to view the batch for that date.

Select the Delete Transmit and Log Files after # days. check box to specify a retention period for the transmitted files and log files. Type a number of days from 0 to 3650 (i.e., 10 years). The files selected for deletion are removed when the Branch Capture scanning Client is started. Modifications to the retention period do not go into effect until the Branch Capture scanning Client is restarted.

Select the radio button that describes the document data file that you would like Branch Capture to create:

OnBase Client (.xml). Select this option to create an XML data file.

COLD Report (.txt). Select this option if you would like only the Batch Report to be processed via COLD/ERM processor and imported into OnBase.

Select one of these options to determine how Branch Capture will automatically transmit batches to the OnBase Client module:

No Auto Transmit. Batches always must be manually transmitted to the OnBase Client.

After Batch Scan (Immediate Encoding Allowed Before Transit). Select to automatically transmit a scanned batch when the Stop Scanning toolbar button is clicked. If the Batch Encoding toolbar button is clicked instead of Stop Scanning, the batch is displayed in Batch Encoding view so the documents in the batch can be viewed, but the batch is transmitted when you exit Batch Encoding view.

After Batch Encoding Viewed. Select to automatically transmit the batch after you exit Batch Encoding view. This option, unlike After Batch Scan (Immediate Encoding Allowed Before Transit, requires that you review each batch before transmit.

After Batch Balanced. Select to automatically transmit a batch once it is marked as balanced.

On Application Close - Prompt. Select to prompt the user if he/she would like to transmit all batches when the scanning client is closed.

On Application Close - No Prompt. Select to automatically transmit all batches when the scanning client is closed.

Select these options to restrict batches from being transmitted:

• Transmit Only Balanced Batches. Select to require that a batch be marked as balanced before it can be transmitted manually or automatically.

• Don't Transmit Batches with MICR Errors. Select to require all MICR errors in the batch be corrected before it can be transmitted manually or automatically.

• Ignore MICR Errors. By default, a message is displayed warning users that one or more of the selected batches contains MICR errors prior to being transmitted. Select the Ignore MICR Errors option to prevent the message from being displayed.

  Note:

  If the Ignore MICR Errors and Don't Transmit Batches with MICR Errors options are both selected, and a user attempts to transmit a batch containing MICR errors, the batch is not transmitted.

• Verify Transmit Request. Select to prompt users prior to batch transmission to confirm that they want to transmit the file.