Importing Documents - Advanced Options - Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Client

Platform
OnBase
Product
Client
Release
Foundation 23.1
License
Standard
Essential
Premier

Depending on your system's configuration, you may be able to select the following options when importing documents:

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.

Import All Files as Single Document

When this option is selected, all image documents being imported will be saved to OnBase as a single document.

Note:

This option is only displayed when importing multiple image documents.

Delete File After Import

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

CAUTION:

Before selecting this option, be sure the document is not needed by other users or processes.

Note:

When using Windows Autoplay to import a document into OnBase, the option to delete the file from its original location is displayed after the file has been imported.

Initiate Workflow

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

Queue Document for Full-Page OCR

Select this option to add the imported document to an OCR queue. For more information on this option, see the Full-Page OCR documentation.

Queue Document for Advanced Capture

Select this option to add the imported document to an Advanced Capture queue. For more information on this option, see the Advanced Capture documentation.

Split

Click this button to open the Document Separation window, where the document can be separated into multiple documents.

Note:

This button is only displayed when importing image documents.

Clear All

Click this button to clear all search criteria entered in the Document Retrieval window.

Clear Keywords

Click this button to clear all Keyword Values entered in the Document Retrieval window.