Importing Documents - CAD Services - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

CAD Services

Platform
OnBase
Product
CAD Services
Release
Foundation 23.1
License

The following procedure guides you through manually importing CAD documents in the Client module.

If you have a Document Import Processor license, you can import CAD documents using DIP.

Note:

Drawings created using AutoCAD 2013 or higher cannot be viewed within the Client module.

Note:

AutoDesk Inventor drawings cannot be manually imported or imported using DIP or swept via Document Imaging.

Note:

Unless otherwise noted, OnBase does not support the import of files larger than 2 GB.

To import a CAD drawing:

  1. Ensure that the drawing is not open in any external CAD program. If the drawing is open in an external CAD program, close the drawing.
  2. From the OnBase Client, open the Import Document dialog box using one of the following methods:
    • Select File | Import

    • Click the Import Documents toolbar button

    • Drag and drop the document into the OnBase Client

  3. From the Import Document dialog box, click Browse to locate the document to be imported.
  4. Select all desired import options:

    Import Option

    Description

    Append Page To Existing Document

    Select this option if you are importing an image file and wish to append this file to an existing document in the same Document Type with the same File Type and Keyword Values.

    Delete File After Import

    Select this option to delete the imported document from its original location after it is imported into OnBase.

    Initiate Workflow

    Select this option to add the imported document to a Workflow queue. For more information on this option, see the Workflow documentation.

  5. From the Document Type Group drop-down select list, select a Document Type Group to filter available Document Types.
  6. From the Document Type drop-down select list, select a Document Type for the document to be imported.
  7. From the File Type drop-down select list, select the appropriate File Type to apply to the document to be imported.
  8. From the Document Date field, enter a different date for the document to be imported, if necessary.
  9. In the Keywords section, enter appropriate Keyword Values for the Keyword Types listed for the selected Document Type.
    Some Keyword Values may be populated automatically or they may be indexed with the aid of AutoFill Keyword Sets, Keyword Type Groups, Multi-Instance Keyword Type Groups, Keyword Data Sets, or Cascading Data Sets. Depending on your system configuration and/or the other modules licensed, one or more Keyword Type fields may be displayed as read-only and/or existing Keyword Values may be displayed as masked values. For more information on these indexing features, see the Client documentation.
    Tip:

    It may be beneficial to use Keyword Values to help distinguish the parent document from child documents. For example, the Part Name Keyword Value for the parent document could be Drawing - Master, and the Part Name Keyword Value for the child documents could be Drawing - Part A and Drawing - Part B.

  10. In the CAD Services section, select a CAD project to associate the document to be imported with in one of the following ways:
    • Select an existing project from the Project drop-down list

    • Click New to create a new project

  11. From the Project Path field, click Set to specify the path to the CAD Project. The directory dialog box is displayed.
  12. Add a subdirectory to the directory tree, if desired.
    1. Right-click on an existing folder where the subdirectory should be created. The right-click menu is displayed.
    2. Click Add Project Path Directory. A new subdirectory entry is displayed.
    3. Enter a name for the new subdirectory.
    4. Press Enter.
    5. Click OK. The Project Path field is automatically populated with the path configured for the selected project.
  13. Click Import. One of the following may occur:
    • The Import Document dialog box is displayed for each detected child (cross-referenced) document. Continue to the next step.

    • The Confirm dialog box is displayed. The following confirmation message is displayed: Do you manually want to import child items to this document? Go to step 18.

  14. If the Import Document dialog box is displayed for each detected child document, index these documents by following steps 5 through 13.
    1. Perform one of the following actions:
      • Click Import to import them as children of the initial document you imported.

      • Click Exit if you do not want to import the detected child documents.

      • Select an option from the following message if the child document you are attempting to import already resides in OnBase: A Compound Document already exists matching this name and Document Type, would you like to use it instead of importing?

        • Click Yes to use the document that already resides in OnBase.

        • Click No to continue importing the child document.

  15. Select one of the following actions from the Confirm dialog box.
    • Click Yes if you want to add any additional documents as child documents to the document you are importing. The Import Document dialog box is displayed - continue on to the next step.

    • Click No if you do not want to add any documents that already exist in OnBase to the document you are importing. Skip to step 19.

    • Click No To All if you do not want to add any documents that already exist in OnBase to any of the documents you are currently importing. Skip to step 19.

    Note:

    When using drag and drop to import a set of documents, this dialog box will be displayed for each document until No To All is clicked. From that point onward, OnBase will assume that no child documents will be manually imported with the remaining documents in the set. This behavior will remain in effect until the entire set has been imported.

  16. Index the document and click Import.
    The child document is added to the top of the child document list. Continue for all remaining child documents.
  17. Click Exit when finished manually adding child documents.
  18. The Confirm dialog box displays the prompt: Do you want to view the document structure in order to add existing documents as children of this document?
    Click No if you do not want to add any documents that already exist in OnBase to the document you are importing. The import is complete.
    Note:

    When using drag and drop to import a set of documents, this dialog box will be displayed for each document until No is clicked. From that point onward, OnBase will assume that the document structure should not be viewed for remaining documents in the set. This behavior will remain in effect until the entire set has been imported.

    Click Yes if you want to add any documents that already reside in OnBase to the document you are importing.
  19. To add documents residing in OnBase to the imported document:
    1. Select the document you want to add from the Compound Structure View of another document or from a Document Search Results list.
    2. Right-click and drag the selected document to the Compound Structure View of the imported document.
      The Confirm dialog box displays the prompt: Are you sure you want to add the specified document(s) as child(ren) of this document? Click Yes to add the document as the first child document or No to cancel the action.
    3. Repeat for all desired child documents.
    4. Click Close when finished.