Archiving a Single Document without Bar Codes - Connector for use with SAP ArchiveLink - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Connector for use with SAP ArchiveLink

Platform
OnBase
Product
Connector for use with SAP ArchiveLink
Release
Foundation 23.1
License
Standard
Premier
Essential

You can archive single documents that are already stored and indexed in OnBase using the Browse function of the Unity Client for use with SAP ArchiveLink.

To archive a single OnBase document, in SAP:

  1. Navigate to the OAWD transaction or any transaction where you would like to link a document.
  2. Find the appropriate document type that you want to store the document as and that is configured for the Storing for subsequent entry action.
  3. Double-click on the document type. The Storing for subsequent entry dialog box is displayed.
  4. Click Mass Archiving. If you are not already logged in to OnBase, you will be prompted to log in. The Unity Client for use with SAP ArchiveLink is displayed.
  5. Click the Browse button in the Integration Tools ribbon.

    The Browse and Search Results panes are displayed, as well as the Document ribbon.

    Note:

    See the Unity Client documentation for more information about document retrieval, the Document Viewer, the Search Results pane, and document-specific ribbons.

  6. Use the Browse pane to retrieve a document. Found documents are listed in the Search Results pane.
  7. Optionally, select a document in the results list and expand the Document Viewer to view the document, or right-click it for more options.
  8. Select the document you want to archive in SAP and click the Link button in the Integration Tools ribbon, or right-click the document and select Link.

    A message is displayed indicating that the link was successful.