Creating and Selecting a Scan Format - Disconnected Scanning - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Disconnected Scanning

Platform
OnBase
Product
Disconnected Scanning
Release
Foundation 23.1
License
Standard
Essential
Premier

A scan format contains information about the scanner settings, size of documents, and file compression for scanned documents. Scan formats are automatically associated with the workstation where they are created and cannot be used by other workstations.

To create a scan format:

  1. Click the Add/modify scan format button to the right of the Format field. This displays a drop-down menu.
  2. Select Add new format. This displays the Create new scan format dialog box:
  3. In the New format name field, type a name for the new format.
  4. Click OK. The Modify scan format dialog box is displayed.

    The options displayed in the Modify scan format dialog box depend on the type of scan format you are configuring.

    • TWAIN Scan Format:

    • Kofax Scan Format:

    • ISIS or Fujitsu PaperStream IP Scan Format:

  5. Select either the One Document or Multiple pages per document radio button.

    The One document option, selected by default, assigns all scanned pages to a single document. At any time during scanning, you can override this setting and assign scanned pages to more than one document.

    The Multiple pages per document option assigns a specified number of pages to each document. Enter the number of pages you would like to assign to each document in the pages per document field.

  6. If you are configuring a TWAIN scan format, select a data transfer mode:
    • Select the Buffered Memory Transfer Mode radio button to use buffered transferring. This is the preferred method for transferring data from the scanner to the Disconnected Scanning client and it is selected by default.

      If the Buffered Memory Transfer Mode radio button is selected, the Disable Hardware Compression check box is enabled. Select this option to disable hardware compression when scanning in buffered transfer mode.

    • Select the Native Transfer Mode radio button to use the native TWAIN method of transferring data to the Disconnected Scanning client. While not the preferred method of transferring data, this option must be selected for some older TWAIN devices.

    Note:

    When upgrading from an older database, existing scan formats will default to Native Transfer Mode to ensure forward compatibility. Newly-created scan formats will default to Buffered Transfer Mode, which should be used unless it causes problems with your scanner.

    Note:

    The data transfer mode options are not used by, and are not displayed, when configuring a Kofax, ISIS, or Fujitsu PaperStream IP scan format.

  7. To change the default scanner properties, click Scan settings. The dialog box that is displayed, including the options it contains, depends on the scanner that you are using. For more information, see Scan Settings.
    CAUTION:

    When using a PaperStream driver, the scan profile settings of the driver can override the scan format settings in the Disconnected Scanning Client. To avoid assigning the wrong scan profile settings to the currently selected scan format in the Format field, ensure that the appropriate scan profile is selected every time you close the PaperStream driver dialog box (whether by clicking OK, Cancel, etc.).

  8. To configure the image file that is created when the document is scanned, click File format. The Storage Properties dialog box is displayed.

    In the File Type drop-down, select the file format of the image file that is created. Depending on the file format you select, you may also be able to select the compression format to use in the Compression drop-down.

    Tip:

    TIFF is the preferred file format for storing images in OnBase. Whenever possible, it is considered a best practice to store image documents as bi-tonal (black and white) TIFF-Group IV files. If you need to store documents as color or grayscale images, it is considered a best practice to store them as JPEG files.

  9. If you are configuring a Kofax scan format, you can specify image processing options to further process and/or enhance images after scanning. To access these image processing options, click Image processing. The dialog that is displayed, including the options it contains, depends on the scanner that you are using. For more information, see Scan Settings.
    Note:

    The Image processing options are not used by, and are not displayed, when configuring a TWAIN, ISIS, or Fujitsu PaperStream IP scan format.

  10. Click OK to save the settings.