Import File - Connector for use with SAP ArchiveLink - English - Foundation 22.1 - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential

Connector for use with SAP ArchiveLink
Platform
OnBase
Product
Connector for use with SAP ArchiveLink
Release
Foundation 22.1
License
Premier
Standard
Essential

You can import one or more files into OnBase and SAP as a single document. To import files:

  1. In SAP, navigate to the transaction or business object to which you want to add the document.
  2. Open the Archive from Frontend dialog box.
  3. Double-click the appropriate SAP document type that you want to store the document as and that is configured for the Archive from Frontend action. If you are not already logged in to the Unity Client for use with SAP ArchiveLink, you will be prompted to log in.
    The Unity Client for use with SAP ArchiveLink is displayed.
  4. Click the Import File button in the Integration Tools ribbon.

    The Import File and Preview panes and the Import ribbon are now displayed in the Unity Client for use with SAP ArchiveLink.

  5. Add files using either of the following methods:

    • To browse for an existing file, click the Browse button in the Import ribbon.

      Select a file to add it as a page in the document.

    • To acquire a file from an imaging device, click the Acquire button in the Import ribbon. If more than one device is connected to your workstation, you are prompted to select a device.

      Use the connected device's interface to capture or import a file and add it as a page in the document.

      Note:

      If no imaging devices are connected to the workstation, the Acquire button will be disabled.

    The document is displayed in the Preview pane.

  6. If you want to add more files as additional pages in the document, repeat step 5 as many times as necessary.
  7. If the document has multiple pages, select one by clicking its thumbnail in the preview pane. The sequence of pages in the document can be modified using the buttons in the Pages ribbon group of the Import ribbon.

    • Click the Move up and Move Down buttons to change the selected page's position in the document.

    • Click the Remove button to remove the selected page from the document.

    • Click the Remove All button to remove all of the pages from the document. A new file must then be selected to continue the import process.

  8. If a page is not oriented properly in the preview, select it and use the Rotate Left and Rotate Right buttons until it is displayed the way you want it to be saved.
  9. Enter the appropriate file type, document date and keyword values in the fields of the Import File pane.
  10. Expand the Options section of the Import File pane for additional settings.

    • Select Open Document After Import to view the document after the import process is complete.

    • Select Delete Files After Import to delete the files which make up the document from their original location after the import process is complete.

    • Select Hide Scanner Settings to hide the scanner settings dialog. You will not be prompted to select a device. If no imaging devices are connected to the workstation, the option will be disabled.

  11. When the document is ready to be imported, click either the Import button in the Import File pane or the Import button in the ribbon.
    A mess age is displayed confirming that the document has been imported successfully.
  12. See Processing Documents in SAP Workflow.