Importing a Document - Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Client

Platform
OnBase
Product
Client
Release
Foundation 23.1
License
Standard
Premier
Essential

The following limitations apply when importing documents:

  • Depending on your system's configuration, the file size of documents that can be imported may be limited.

    Note:

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

  • DJDE documents must be imported using the DJDE Processor. For more information, see the DJDE Input Filter module reference guide.

  • As .dotm and .dotx files are Microsoft Word Templates, modified versions are automatically saved to OnBase as new documents. If this is not the intended behavior, the files should be saved as .docx or .doc files before importing them into OnBase.

To import a document into OnBase, follow these steps:

  1. Open the Import Document dialog box by performing one of the following actions:
    • Select File | Import.

    • Click the Import Documents toolbar button.

    • Drag the document onto the OnBase Client desktop.

      Note:

      You cannot import a document by dragging it from Windows Explorer into OnBase if you run the OnBase Client as administrator in a UAC environment. This behavior is intentional per Microsoft UAC guidelines.

    • Select Archive Documents using OnBase Client from the Windows Autoplay dialog box.

    Note:

    Not all Windows Autoplay events offer the Archive Documents using OnBase Client option. For more information on adding the option to a specific Autoplay event, contact your solution provider.

  2. Specify or Browse to the file to be imported in the File Path field. You may enter up to 259 characters in the File Path field.
    Note:

    If you are browsing a mapped network drive and cannot find the drive or file to be imported, you may need to edit your Windows system registry key.

    Note:

    For information about the Append Page To Existing Document check box and the Delete File After Import check box, see Importing Documents - Advanced Options.

  3. Select the appropriate Document Type Group for your document.
  4. Select the appropriate Document Type for your document. If there is only one Document Type available, it is automatically selected.
    Note:

    If you select a different Document Type during import, entered Keyword Values are cleared. Default values for common Keyword Types are either updated or cleared when selecting a different Document Type, depending on whether the selected Document Type has default values for those Keyword Types.

  5. Select the appropriate File Type for your document.
    Note:

    Depending on your system's configuration, the File Type may be automatically selected, or only certain File Types may be available.

    CAUTION:

    Contact your system administrator before selecting the Image Rendered PDF file format, as selecting this file format without the proper system specifications can cause unexpected behavior.

  6. Enter the Document Date.
  7. Enter Keyword Values in the available Keyword Type fields.
  8. Click Import.
    Note:

    For more advanced information on importing documents, see Importing Documents - Advanced Options.