Document Imaging - Document Imaging - English - Foundation 22.1 - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/Document-Imaging/English/Foundation-22.1/Document-Imaging - 2023-09-12
Platform
OnBase
Product
Document Imaging
Release
Foundation 22.1
License
Premier
Standard
Essential
Documentation Notice
Overview
Introduction
Applications
Licensing
Simplified Licensing
Installation
Requirements
General Requirements
Client Scanning Workstation Hardware Requirements
Unity Client Scanning Workstation Hardware Requirements
Web Client Requirements
Third-Party Software Requirements
Licensing
Pre-Installation
Sweeping
Scanning
Image Processing and Scanning from Disk
Bar Code and Patch Code Processing
Installation
Command Line Switches
Auto-Processing Switches
-SCANAUTOBARCODE
-SCANAUTOCOMMIT
-SCANAUTOCUSTOMPROCESS
-SCANAUTOIMAGEPROCESS
-SCANAUTOINDEX
-SCANAUTONOTIFY
-SCANAUTOPDF
-SCANAUTOSORT
-SCANAUTOQUEUE
-SCANAUTOQUEUEEXCLUDE
-UNITYCOMMIT
INI Settings
System
Scan
Image Window Defaults
Document Slicer
INI File
Location
INI Considerations in a Citrix and Microsoft Windows Remote Desktop Environment
Editing the INI File
Backup/Recovery
Backup
Configuration
Registry Settings
External Files
Module-Related .INI Options
Additional Steps
Reports
Recovery
Configuration
Registry Settings
External Files
Module-Related .INI Options
Registration
Additional Steps
Drivers
Reports
Upgrade Considerations
Document Imaging Upgrade Considerations
Troubleshooting
General
Licensing
Notes and Annotations
Error Messages
Storage Constraints Limit Scanning Resolution
Bar Code Issues
Bar Code Processing Setup
Kofax Issues
Kofax INI Errors
Image Processing
Black Borders on Scanned Documents
Scan from Disk Producing Unexpected Results
Scan from Disk Order
Deploying a Kofax Scan Format Over an ISIS Driver
Third-Party Viewers
Kofax Errors
Problems with Blank Pages and Thresholds
PDF Does Not Generate
Number of Batches in Pre-Commit Queues Exceeds Maximum
Buttons in the Imaging Ribbon Group are not Available
Unity Scanning Issues
Custom Capture Process Issues
Sweep
Scheduled Sweeping or Scanning
Problems Viewing Scanned Documents
Problems Changing Scan Formats With Different Scan Sources
Scan Formats Are No Longer Displayed in the Scan Format Drop-Down
Automatic Scan Queue Processes are not Being Performed
Focus Not Set to the Indexing Dialog Box When Indexing PDF Documents
Full Index Documents Are Sent to the Awaiting Index Queue
Disk Group Issues
Appended Pages Are Stored Separately From The Target Document
Standard OnBase Database Solutions
Institutional Database Solutions
Rescanned Documents Not Deleted From Disk Group
Creating New Documents From A Document During Indexing
Information Lost When Documents Appended to Other Documents
Contacting Support
Scanning Documents
Viewing Documents
Studio Installation
Requirements
General Requirements
Pre-Installation
Installation
Installer Options
Installing OnBase Studio
Connection Strings in Web.config
Name
ConnectionString
SQL Server Connection String Tokens
Oracle Connection String Tokens
ProviderName
Connection String Examples
SQL Server Examples
Oracle Examples
Change, Repair, or Remove an Installation
Running the Installer From the Command Line
Feature Names
Properties
Installing the 64-bit Studio
Post-Installation
Using the System Browser for IdP
Upgrade Considerations
Studio Upgrade Considerations
Troubleshooting
Editing the Configuration File
Enabling Diagnostics Console Logging
Trusted Certificates
Language Support
Contacting Support
Configuration
Configuration Overview
Scan Queue Configuration
Settings
User Group
Icon
Document Types
Process Options
Batch Processing
Option: Separate Bar Code Processing Queue
Option: Document Separation Queue
Option: Advanced Capture Processing Queue
Option: Interactive Data Capture Queue (Unity Client only)
Option: Intelligent Capture for AP Processing Queue
Option: Double-Blind Indexing Queue
Option: Document Re-Index Queue
Option: Image Segment Archiver Queue
Option: Scan Mode Types (Unity Only)
Option: Default Scan Mode
Option: Default Document Type
Option: Enable Capture Process Designer (Unity Client only)
Option: Full-Page OCR Queue
Option: PDF Conversion Queue
Option: Log Document Create Actions
Option: Log Keyword Modifications
Option: Auto-Perform Image Processing
Option: Auto-Commit Batches
Option: Auto-Name Batches
Option: Auto-Folder Documents
Option: Delay Disk Group Migration Until Batch Commit
Option: Perform Custom Step
Option: Create Image Thumbnails on Commit
Option: Do Not Allow Direct Scanning Into This Queue
Option: Exclude Queue from Disconnected Scanning
Option: Double-Click Initiates Queue Operation
Option: Only Imaging Admin Modify Scan Formats
Option: Prevent Scan Operation Without Required Keywords
Option: Initiate Workflow
Option: Override Maximum Uncommitted Batches (This Scan Queue Only)
Auto-Name
Option: Auto-Name String
Option: Prevent Auto-Name Rebuild in Bar Code Processing Queue
Option: Prevent Auto-Name Rebuild in Scan Queue Sorting for new batches
Option: Keyword Type
Option: Repeat
Capture
Option: Default Sweep/Scan from Disk Directory
Sweep Options
Option: Include Sub-folders
Option: Delete Disk Files
Option: Delete Folders
Option: Images Only
Option: One Document Per Folder
Option: Break Batches by Second Level Folder
Option: Full-Index Documents
Scan from Disk Options
Option: Allow Scan More Pages from Disk
Bar Code Process Options
Option: Bar Code Process
Option: Clear Keywords for Folder
Option: Revert to Initial Document Type If No Document Type Bar Code Processed
Option: Prevent Manual Index Selection of Default Document Type
Option: Stop Scanner on Consecutive Bar Code Separator Sheets
Option: Audible Bar Code Feedback
Unique Bar Code Keyword Match Options
Option: Only Match in Same Batch
Option: Append new page(s) to beginning
Misc Options
Option: Invert Images
Option: Reset Scan Format After Scan
Option: Use Document Type File Format
Option: Prevent Autofills at Scan Time
Page Separation Options
Option: Blank Threshold
Option: Separate on Blank Page
Option: Discard Blank Page
Option: Maintain & Suppress Blank Pages
Option: Separate on Patch Code Page
Option: Discard Patch Code Page
Option: Discard Back of Patch Code Page
Option: Exclude Types
Other Options
Option: Automatic Scan More Queue
Scan More Pages Options
Option: Scan More Pages Default Location
Endorsing or Imprinting Options
Option: Auto Endorse Pages
Option: Auto Kodak Imprinter
Option: Extended Numbering System
Indexing
Option: Keep Keywords
Option: Keep When Indexing/Document Type Change
Option: Keep Common Keywords
Option: Across Pre-Index Documents
Option: Replace Existing Keywords
Option: F6/Ctrl+T - Add Keyword
Option: Store Keyword Set Data
Option: Disable AutoFill Keyword Set for Document Re-Index Queue
Option: Keep Zoom Region
Option: Confirm Index
Option: Confirm Append
Option: Append Pages Only/No Keywords
Option: Auto-Save Image Rotation
Option: Advanced 'Create New Document' Functionality
Option: Pre-Index Validation
Option: Post-Index Validation
Option: Force Document Type Selection
Option: Allow Numeric Keypad Pan, Zoom, and Index Controls
Option: Append to Existing Documents Matched on Keyword(s)
Option: Use Uniqueness Keyword Types Only
Option: Visually Verify Append Target (Interactive Indexing Only)
Option: Append New Pages to Beginning of Target Document
Option: Bring Target Document into Batch
Option: Disable Floating Image Snippets In Keyword Panel
Option: Disable Automatic Keyword Value Zoom to Image Zone
Date Options
Option: Maintain User Specified Document Date Always
Option: Initialize Date Entry Field to Document Date While Indexing
Disconnected Scanning Options
Option: Segregate Batches By User
AppEnabler Options
Option: Clear Keywords
Option: Replace Keywords
Option: Auto Index Documents
Option: Resolve Document Type
Option: Active Keywords Only
Option: Cancel Context Skips Document
Option: Prevent Autofill Expansion
Revision Control Options
Option: Check for Previous Revisions
Option: Force Revision Prompt
Indexing Permissions
Option: Disable Append Page
Option: Disable Clear Keywords
Option: Set Keywords Read-Only
Option: Disable Keyword Locks
Option: Only Batches From Same Workstation
Option: Secure Unindexed Document Delete
Option: Disable Indexing Undo
Indexing Focus Options
Option: TAB Cycles Through Suspect Keywords
Main and Numeric Enter Key Options
Integrations
Specialized Capture and Indexing Options
Option: Send Unindexed Batches to 'Awaiting External Index' Queue
Option: Windows Autoplay Archival Queue
Advanced Capture Options
Option: Batches Processed by AnyDoc in Advanced Capture Queue
QA
Quality Assurance Options
Option: Use QA Image Quality Process
Option: Reverify Rescanned Images
Option: Use QA Review Process
Option: No Manager Resolution Queue
Option: Do Not Maintain Document Position
Option: Reverify Re-Indexed Documents
Option: Do Not Allow Indexer to Perform QA Review
Option: Disable Automatic Scrolling
Option: QA Review Options During Indexing
Option: Do Not Allow QA Rescan User to Change Documents Marked as OK
Option: Disable Delete Page operation during QA Re-Index step
Option: Trust Level
Option: Override Trust by User
Image Processing
Image Processing Types and Order of Operations
Configuration Options for the Annotate Images Process
Option: File format
Option: VB script
Configuration Options for the Auto-Detect Orientation/Rotate Document Pages Process
Configuration Options for the Batch Splitter Process
Configuration Options for the Burst Image Documents to Single Pages Process
Configuration Options for the Color Dropout Process
Option: File format
Option: Red
Option: Green
Option: Blue
Option: Composite
Option: Replace color range with black (default is white)
Configuration Options for the Combine Image Documents Process
Configuration Options for the Convert Documents to Image File Format Process
Option: File format
Option: Virtual Print Driver
Option: Only convert PDF format, ignore all other formats
Option: Delete original rendition pages after convert operation
Option: Prefer OBIMGLIB or Nuance engine for PDF format conversion
Option: Force bitonal conversion
Option: Print Operation Timeout (Seconds)
Configuration Options for the Convert to Monochrome Process
Option: File format
Option: Bayer monochrome
Option: Error diffusion monochrome
Option: Halftone matrix monochrome
Option: Threshold monochrome
Configuration Options for the Convert to Single Page TIFF File Per Page Process
Configuration Options for the Execute VB Script Process
Configuration Options for the Image Enhancement Process
Option: File format
Option: Rotate
Option: Auto-deskew
Option: Auto-crop borders
Option: Invert
Option: Equalize
Option: Sharpen
Option: Despeckle
Option: Adjust contrast
Option: Modify resolution
Configuration Options for the Separate Documents on Blank Pages Process
Option: File format
Option: Compressed file size threshold (bytes)
Option: Delete blank pages
Option: Maintain & Suppress Blank Pages
Option: No document separation
Custom Processing
Configuring an Add Documents to Workflow Process
Configuring an Annotate Images Process
Option: File format
Option: VB script
Configuring a Batch Splitter Process
Configuring a Check Documents Skipped QA Review Process
Configuring an Execute VB Script Process
Option: VB Script
Option: Process Documents Separately
Option: Process Entire Batch
Configuring an Execute Web Service Process
Option: Web Service
Option: VB Script for Data Validation/Manipulation
Option: Process Documents Separately
Option: Process Entire Batch
Configuring an Export Documents and Indexing XML Rendition Process
Option: Output folder location (UNC)
Export to RCM
Configuring an Export to Singularity/Auto-Import Process
Option: Output folder location (UNC)
Option: Post-processor location (UNC)
Option: Non-Transcript Import Format
Option: Output Single-Page TIFF File Per Page
Configuring an Export to Singularity/Manual-Import Process
Option: Output folder location (UNC)
Option: Create Sub-Folder Per Batch
Option: Output Single-Page TIFF File Per Page
Export/Scanning Services
Export/Update with Brainware Intelligent Capture
Update Document Availability
Pre-Index Scan Queue Sorting
Post-Index Scan Queue Sorting
Processing Queue Warning Levels
Reverse AutoFill Keysets
Assigning Document Types to Multiple Scan Queues
Master Scan Formats
System-Wide Settings
Unity Configuration File Settings
enableModernScanning
scanlog
scanningJpegQuality
Unity Briefcase Configuration File Settings
enableModernScanning
Global Client Settings
Process Setting
Implementing External Validation Routines
Keyword Validation
Pre-Index Validation
Post-Index Validation
User Groups & Rights
Document Types
Indexing Limits
Privileges
Log Privileges
Scan Queues
Overriding Rights to Specific Queues
Product Rights
Configuration Rights
Setting the Quality Assurance Trust Level for a User
Designating a User as a 'Web Scanning Named User'
Assigning a Named User License to a User
Using Bar Code Processing with Document Imaging
Using Self-Configured Bar Codes
Managing Separated Documents in the Disk Group
If The Original Document Is Stored as a Multi-Page TIFF File
If The Original Document Is Stored as Single-Page TIFF Files:
The Document is Separated via the Document Slicer
The Document is Separated via the Advanced Document Separation Interface
Configuring Processor Notifications
Configuring a Processor Notification Group
Configuring a Processor Notification
Configuring the Distribution Service
System Interaction
Exporting and Importing
Configuration
Studio
Studio - Capture Process Designer Configuration
Capture Process Designer Overview
Capture Process Designer Configuration Overview
OnBase Configuration Module Rights and Settings
Definitions
Batch Document Action
Document Set
Evaluator
Evaluator Group
Capture Process
Status Step
Launching OnBase Studio
Connecting to a Repository
Refreshing Repositories
Expanding and Collapsing Items in the Repository Pane
Viewing Items in the Designer Pane
Using Repositories in OnBase Studio
Searching the Repositories Pane
Configuring Custom Scan Queues
Creating a Custom Scan Queue
Configuring Custom Scan Queue Settings
Auto-Name Settings
Option: Auto-Name String
Option: Keyword Type
Option: Repeat
Custom Scan Queue Options
Option: Log Keyword Modifications
Option: Auto-Save Image Rotation
Option: Auto-Commit Batches
Option: Delay Disk Group Migration Until Batch Commit
Option: Create Image Thumbnails On Commit
Option: Override Maximum Uncommitted Batches
Deleting a Custom Scan Queue
Configuring Custom Capture Processes
Creating a Custom Capture Process
Configuring Custom Capture Process Settings
General Settings
Option: Active
Import Step Settings
Option: Scan Mode Types
Option: Default Scan Mode
Option: Default Document Type
User Group Privileges
Viewing a Custom Capture Process in the Design View
Creating a Status Step
Configuring a Status Step
General Settings
User Group Settings
Evaluator Group Settings
Ad Hoc Evaluator Settings
Timer Settings
Configuring Timers
Configuring Timer Actions
Status Step General Settings
Exception
Waiting
Option: Combine Batches
Option: Wait for New Imports
Continue When
Import
Import Type
Option: Default Import
Option: Scan Import
Option: Sweep Import
Option: Workflow Import
Option: DIP Import
Option: Outlook Import
Option: Mailbox Import
Sweep Settings
Option: Default Sweep Path/Scan from Disk Directory
Option: Include Sub-folders
Option: One Document Per Folder
Option: Break Batches by Second Level Folder
Option: Images Only
Option: Delete Disk Files
Option: Delete Folders
Keywords
Option: Keep Keywords
Option: Keep Common Keywords
Option: Clear Keywords for Folder
Bar Code
Option: Bar Code Process
Append on Bar Code Matches
Option: No Append
Option: Append Entire Document
Option: Append Page Only
Option: Append New Page(s) to Beginning
Option: Only Match in Same Batch
Miscellaneous
Option: Revert to Initial Document Type if No Document Type Bar Code Processed
Blank Page Separation
Option: Blank Threshold
Option: Separate on Blank Pages
Option: Discard Blank Pages
Option: Maintain & Suppress Blank Pages
Patch Codes
Option: Separate on Patch Code Pages
Option: Discard Patch Code Pages
Option: Discard Back of Patch Code Pages
Ignored Patch Code Types
Append on Keyword
Option: Append to Existing Documents Matched on Keyword(s)
Option: Use Uniqueness Keyword Types Only
Option: Append New Pages to Beginning of Target Document
Option: Bring Target Document into Batch
Revision Control Options
Option: Check for Previous Revisions
Option: Force Revision Prompt
Option: Auto-Name Batches
Option: Reset Scan Format After Scan
Option: Use Document Type File Format
Option: Log Document Create Actions
Option: Only Imaging Admin Modify Scan Formats
Option: Prevent Autofills at Scan Time
Option: Prevent Scan Operation Without Required Keywords
Export
Option: Send to Scan Queue
Option: Delete System Documents (Verification Reports) When No Other Documents Remain in Original Batch
Index
Specialized Indexing
Option: Re-Index
Option: Double Blind Indexing
Keywords
Option: Keep Keywords
Option: Keep When Indexing/Document Type Change
Option: Keep Common Keywords
Option: Across Pre-Index Documents
Option: Replace Existing Keywords
Indexing Permissions
Option: Disable Append Page
Option: Disable Clear Keywords
Option: Set Keywords Read-Only
Option: Disable Keyword Locks
Option: Disable Undo
Indexing Focus
Option: TAB Cycles Through Suspect Keywords
Revision Control Options
Option: Check for Previous Revisions
Option: Force Revision Prompt
Main Enter Key and Numeric Enter Key
Date Options
Option: Maintain User Specified Document Date Always
Option: Initialize Date Entry Field to Document Date While Indexing
ICAP Processing
Option: ICAP Indexing
Interactive Data Capture
Option: Interactive Data Capture
Option: OCR Indexed Documents
Option: Disable OCR Text Popup on Image
Option: Enable for Double Blind Indexing
Append on Keyword
Option: Append to Existing Documents Matched on Keyword(s)
Option: Use Uniqueness Keyword Types Only
Option: Visually Verify Append Target (Interactive Indexing Only)
Option: Append New Pages to Beginning of Target Document
Option: Bring Target Document into Batch
Application Enabler
Option: Clear Keywords
Option: Replace Keywords
Option: Auto Index Documents
Option: Resolve Document Type
Option: Prevent Autofill Expansion
Integrations
Miscellaneous
Option: Confirm Index
Option: Confirm Append
Option: Confirm Exit From Index
Option: Append Pages Only/No Keywords
Option: F6/Ctrl+T - Add Keyword
Option: Disable Floating Image Snippets in Keyword Panel
Option: Disable Automatic Keyword Value Zoom to Image Zone
Option: Keep Zoom Region
Option: Allow Numeric Keypad Pan, Zoom, and Index Controls
Option: Store Keyword Set Data
Option: Force Document Type Selection
Option: Prevent Manual Selection of Default Document Type
Option: Disable Auto Fill Keyword Set for Document Re-Index Queue
Option: Disable Delete Page operation during Index
Rescan
Option: Reverify Rescanned Images
Option: Do Not Allow Rescan User to Change Documents Marked as OK
Verify
Indexing Focus
Option: TAB Cycles Through Suspect Keywords
Main Enter Key and Numeric Enter Key
Indexing Permissions
Option: Disable Append Page
Option: Disable Clear Keywords
Option: Set Keywords Read-Only
Option: Disable Keyword Locks
Option: Disable Undo
Miscellaneous
Option: F6/Ctrl+T - Add Keyword
Option: Confirm Append Action
Option: Disable Floating Image Snippets in Keyword Panel
Option: Disable Automatic Keyword Value Zoom to Image Zone
Option: Keep Zoom Region
Option: Allow Numeric Keypad Pan, Zoom, and Index Controls
Option: Append Pages Only/No Keywords
Option: Do Not Maintain Document Position
Option: Do Not Allow Indexer to Perform Verification
Option: Disable Automatic Scrolling
Option: Check Against Trust Level
Document Separation
Option: Clear Keywords on Document Separation
Image Quality Review
Option: Disable Automatic Scrolling
Document Preparation
Image Processing
Option: Image Processing With the OnBase Client
Image Processing
Image Processing Categories and Order of Operations
Option: Blank Page Separation
Option: Burst Image Documents to Single Pages
Option: Combine Image Documents
Option: Auto Orientation
Option: Color Dropout
Option: Convert Documents to Image File Format
Option: Convert to Monochrome
Option: Convert to Single Page TIFF File per Page
Option: Convert to Multi-Page TIFF
Option: Rotate
Option: Auto-deskew
Option: Crop
Option: Invert
Option: Equalize
Option: Sharpen
Option: Despeckle
Option: Adjust Contrast
Option: Modify Resolution
Brainware Integration
Bar Code
Option: Bar Code Processing With the OnBase Client
Bar Code
Option: Bar Code Process
Keywords
Option: Keep Keywords
Option: Keep Common Keywords
Option: Clear Keywords for Folder
Append on Bar Code Matches
Option: No Append
Option: Append Entire Document
Option: Append Page Only
Option: Append New Page(s) to Beginning
Option: Only Match in Same Batch
Blank Page Separation
Option: Blank Threshold
Option: Separate on Blank Pages
Option: Discard Blank Pages
Option: Maintain & Suppress Blank Pages
Patch Codes
Option: Separate on Patch Code Pages
Option: Discard Patch Code Pages
Option: Discard Back of Patch Code Pages
Ignored Patch Code Types
Miscellaneous
Option: Revert to Initial Document Type if No Document Type Bar Code Processed
Advanced Capture
Option: Advanced Capture With the OnBase Client
Template Groups
ICAP Processing
Option: Always Require Document Verification
Option: Disable Automatic Document Separation
OCR
Option: Respect Lines Per Page
PDF Conversion
Option: PDF Conversion With the OnBase Client
Custom Processing
Option: Custom Processing With the OnBase Client
Workflow
Option: Send to Workflow
Change Document
Option: Change Document Status
Option: Change Document Type
Scripts
Option: Execute Scripts
Process Order
Keyword Processing
Keyword Processes
Creating a Keyword Process
Editing a Keyword Process
Deleting a Keyword Process
Awaiting Commit
Creating an Evaluator
Configuring an Evaluator
Evaluator Type Settings
Document Status
Document Type
Keyword
File Type
Multiple Instance Keyword Type
Publishing a Custom Capture Process
Checking In a Custom Capture Process
Deleting a Custom Capture Process
Creating a Custom Visual Design
Aligning Shapes in the Design View
Customizing Shape Color and Font
Copying the Design View Diagram as an Image
Capture Process Designer Doctor
Doctor Results
Exporting Doctor Results
Process Tuning Parameters
Process Tuning Parameters Overview
Lock Disk Group During Processing
Document Handle Block Size
System File Name Block Size
Keyword Block Size
Keyset Block Size
Checks Per File
Status Window Update Interval
Scheduling
Scheduling Overview
Configuring & Using the Scheduler
Requirements for Configuring/Running a Scheduled Process
Using the -SCHED and -SCHEDINST Switches
-SCHED
-SCHEDINST
Verifying the Scheduler is Running
Running Multiple Scheduled Processes
Scheduled Process Configuration Reports
Working With Process Formats
Creating a Scheduled Process Format
Schedule Configuration
Calendar
Default Daily Schedule
Selected Day
Processing Options
Viewing Scheduled Processes
Modifying a Scheduled Process Format
Deleting a Scheduled Process Format
Running/Suspending a Scheduled Process Format
Working With Process Jobs
Creating a Job
Configuring a Job
Scheduling a Job
Schedule Configuration
Calendar
Default Daily Schedule
Selected Day
Processing Options
Viewing a Job
Modifying a Job
Renaming a Job
Deleting a Job
Running/Suspending a Job
Viewing the Activity Log
Creating Schedule Templates
Calendar
Default Daily Schedule
Selected Day
Configuring Schedule Logging
Creating a Scheduler Workstation Group
Editing a Scheduler Workstation Group
Deleting a Scheduler Workstation Group
Capture Process Designer Brainware Integration Configuration
Brainware Integration Overview
Sending Images to Brainware
Updating Metadata from Brainware for Invoices or Brainware for Transcripts
Updating Metadata from Brainware for Intelligent Capture
Capture Process Designer Unity Scheduler Tasks
Unity Scheduler Tasks Overview
Creating a Capture Process Designer Task
Scan Queue Configuration Options Matrix
Scan Queue Options Overview
Batch Processing
General Options
Image Segment Archiver Options
Scan Mode Types (Unity Only) Options
Initiate Workflow Options
Auto-Name
Capture
General Options
Sweep Options
Scan From Disk Options
Bar Code Process Options
Unique Bar Code Keyword Match Options
Miscellaneous Options
Page Separation Options
Scan More Pages Default Location Options
Endorsing and Imprinting Options
Indexing
General Options
Date Options
Disconnected Scanning Options
AppEnabler Options
Revision Control Options
Indexing Permissions Options
Indexing Focus Options
Main Enter Key Options
Numeric Enter Key Options
Integrations
General Options
SAP Options
PFU Timestamp Options
HL7 Message Options
Enterprise Integration Server Options
Medical Records Options
Release of Information Options
External Visibility Options
CAD Services Options
Advanced Capture Options
Revenue Cycle Management
QA
Image Processing
Custom Processing
Pre-Index Scan Queue Sorting
Post-Index Scan Queue Sorting
Processing Queue Warning Levels
Reverse Autofill Keysets
Scanning Feature Matrix
Scanning Feature Matrix Overview
Scanning
Scan Methods
Scan Formats
Scanning Complete Dialog Box Options
Sweeping
Scanning from Disk
Batch vs. Ad Hoc Import
Viewing Documents
Image Document Options
Deleting/Reordering Pages
Rubber Band
Image Markups
Indexing Documents
Keywords
Batch Processing
QA Processes
Scripting
HL7
Application Enabler
Virtual Print Driver
E-Forms
Unity Forms
Scheduling
MFD Integrations Feature Matrix
Overview
General
Authentication
Scanning
Indexing
General
Keywords
Uploading
Legacy Licensing
Legacy Licensing Introduction
Overview
Document Imaging in the Client Module
Institution Licenses
Named User Licenses
Workstation Licenses
Production Document Imaging
Desktop Document Imaging
Document Imaging in the Web Client
Document Imaging in the Unity Client
Institution Licenses
Named User Licenses
Workstation Licenses
Optional Licenses
Document Imaging Best Practices
Document Imaging Best Practices Overview
Usage
Batch Planning
System Administration & Maintenance
Configuration
Disk Groups
User Groups & Rights
Scan Queue Configuration
Document Types
Batch Processing
Auto-Name
Capture
Indexing
Image Processing
Custom Processing
Scan Format Configuration
Capture Process Designer Configuration
Pre-Studio Configuration
Status Step Configuration
Evaluator Configuration
Installation
Licensing
Document Imaging in the OnBase Client
Pre-Installation
Hardware
Software
Web Client Usage
Scanning, Indexing, and Uploading Documents in the Web Client
Scanning a Document
Scanning Toolbar
Re-ordering Scanned Pages
Clearing the Scanning Window
Specifying a Default Scanner
Sweeping
Indexing a Document
Adding an Instance of an Existing Keyword Type
Deleting an Additional Instance of a Keyword Type
Importing Documents
Indexing Batches of Documents Using the Web Client
Indexing Controls For Scanned Batches
Indexing Toolbar Options
Initiating Indexing
Re-Indexing Batches
Viewing Documents in a Batch
Deleting Batches
Refreshing a Batch Status List
Filtering Committed Batches
Double-Blind Indexing
Double-Blind Indexing with Multi-Instance Keyword Type Groups
Quality Assurance Processing
Performing QA Image Quality Review
Performing QA Review
Performing QA Re-Indexing
Performing Manager Resolution
Unity Client Usage
Overview
Imaging Modules
MFD Integrations
Different Scanning Methods in the Unity Client
Standard vs. Custom Scanning
Getting Started
Launching the Unity Client
Logging On
The Unity Client Window
Imaging User Options
License Option
Batch Scanning
Option: Enable image previews during sweep
Option: Preview images displayed per minute (60-360)
Option: Disable Document Review
Option: Advanced Document Review
Batch Processing
Option: Hide batch counts
Option: Hide sub status queues
Option: Hide document counts
Option: Automatically select Auto Load Next Batch
Option: Display batch locks
Batch Indexing
Option: Enable the review actions warning
Option: Disable autofill keyword set warning
Option: Clear keyword locks between batches
Batch Document Separation
Option: Enable the save changes confirmation
Option: Route batch to the next processing queue after saving changes
Right-Click Menus
Within the Batch Scanning Layout
Within the Batch Processing Layout
Batch Scanning
The Batch Scanning Layout
The Scanning Pane
The Scan Options Panel
The Keyword Panel
The Scanning Toolbar
The Scan Queues Pane
The Batches Pane
The Documents Pane
The Document Viewer
The Document Review Tab
The Scan Progress Panel
The Log Panel
The Scan Performance Panel
Scanning a Batch
Scanning From Disk
Sweeping a Batch
Sweeping the Contents of a Folder
Sweeping a File
Scanning/Scanning From Disk/Sweeping Additional Documents into an Existing Batch
Scanning Additional Pages into an Open Document
Reviewing Documents From a Batch
Working With Panels
Setting the Panel Mode
Docking and Undocking Panels
Refreshing a Batch Status List
Batch Indexing
The Batch Processing Layout
The Options Panel
The Queues Pane
The Status Queues List
The Scan Queues List
The Batches Pane
The Documents Pane
The Document Viewer
Viewing Documents in a Batch
Sending a Batch or Document Set to a Different Scan Queue
Sending a Batch, Document Set, or Document to a Specific Status Step
Sending a Batch, Document Set, or Document to the Active Capture Process
Transitioning a Batch to the Next Batch Status Queue
Transitioning a Document Set to the Next Status Step
Repairing and Transitioning a Batch or Document Set
The Batch Indexing Layout
The Indexing Pane
The Document Type Panel
The Keyword Panel
The Indexing Toolbar
The Documents Pane
The Document Viewer
Indexing a Batch
Keyword Considerations
Date Keyword Values
Floating Point Keyword Values
Keyword Data Sets
Cascading Data Sets
AutoFill Keyword Sets
Reverse AutoFill Keyword Set Lookups
Keyword Locks
Persistence of Keyword Type Locks
Locking Keyword Values in AutoFill Keyword Sets
Locking Keyword Values in Multi-Instance Keyword Type Groups
Undesired Results of Keyword Locks
Creating a New Document From an Existing Document
Re-Indexing a Batch
Double-Blind Indexing
Filtering Committed Batches
Refreshing a Batch Status List
Verification Report Considerations
Bar Code Processing
Bar Code Indexing Considerations
Document Preparation
Navigating Pages and Documents
Rearranging Pages and Documents
Dragging and Dropping
Using the Page Holder
Appending
Separating
Shifting or Rotating Pages Using Shortcuts
Shifting Pages
Rotating Pages
Marking Pages for Rescan or Deletion
Marking Pages for Rescan
Marking Pages for Deletion
Working with Document Types
Searching and Filtering Document Types
Assigning Document Types
Double-Clicking
Pressing Enter
Using Shortcut Keys
Setting Favorite Document Types
Automatically Loading Document Sets
Closing Document Sets
Rearranging Panes
Docking Panes at the Edges
Docking Panes with Other Panes
Brainware Integration Processing
Quality Assurance
The QA Image Quality Review Layout
Performing QA Image Quality Review
The QA Rescan Layout
Performing QA Rescan
The QA Review Layout
Performing QA Review
The QA Re-Indexing Layout
Performing QA Re-Indexing
The Manager Resolution Layout
Performing Manager Resolution
Document Separation
The Separation Workspace
Document Display Mode
Page Display Mode
Tree Display Mode
Adjusting Thumbnails in the Separation Workspace
Selecting Documents in the Separation Workspace
Selecting Documents in Document Display Mode
Selecting Documents in Page Display Mode
Selecting Documents in Tree Display Mode
Reordering Documents in the Separation Workspace
Using the Page Holder
Saving Documents
Viewing and Editing Page Details in Document Separation
Creating and Editing Documents in the Separation Workspace
Adding New Pages to the Separation Workspace
Adding Pages by Browsing
Adding Pages by Acquiring
Clicking and Dragging Pages in the Separation Workspace
Clicking and Dragging Pages in Document Display Mode
Clicking and Dragging Pages in Page Display Mode
Clicking and Dragging Pages in Tree Display Mode
Joining Documents in the Separation Workspace
Merge Documents
Join Pages
Append After Page
Splitting Documents in the Separation Workspace
Split
Using the Break into Documents Option
Copying Pages and Documents in the Separation Workspace
Copy Document
Copy Pages to New Document
Copy Pages in Place
Deleting Documents or Pages in the Separation Workspace
Undoing and Redoing Actions in the Separation Workspace
Working with Comments on Revisable Documents in the Separation Workspace
Working with Comments in Document Display Mode
Working with Comments in Page Display Mode
Shortcut Keys
General Indexing
Indexing Ribbon Actions
Document Preparation
QA Review Ribbon Actions
Manager Resolution Ribbon Actions
Document Viewer Focus
Document Separation
Administration
Batch Scanning
Filtering Scan Queues for Batch Scanning
Configuring the Keyword Panel for Pre-Indexing
Managing Scan Formats
Creating a Scan Format
Setting a Favorite Scan Format
Modifying a Scan Format
Scanner Setup
Document Setup
Deleting a Scan Format
Importing/Exporting a Scan Format
Importing a Scan Format
Exporting a Scan Format
Specifying a Default Scan Format for a Scan Queue
Selecting a Scan Source
Managing Global Scan Formats
Batch Processing
Filtering Scan Queues for Batch Processing
Configuring the Keyword Panel for Batch Indexing
OnBase Client Usage
Usage
Log in to the Client
Registering the Workstation
Selecting a License to Register
Registering the License on the Workstation
Open the Document Imaging Window
Right-Click Menus
Within the Queue List Window
Within a Scan Queue
Within a Batch Status Queue
Opening a Scan Queue
Scan Formats
Scanner Setup
Document Setup
Kofax & Isis Document Setup
TWAIN Document Setup
File Format Setup
Kofax File Format Setup
TWAIN File Format Setup
Image Processing
Border Removal
Deshade
Deskew
Despeckling
Edge Enhancement
Streak Removal
Line Removal
Endorser
Importing/Exporting a Scan Format
Importing a Scan Format
Exporting a Scan Format
Specify a Scan Mode
Bringing Images into a Scan Queue
Scan
Scan From Disk
Scheduled Scan from Disk Processes
Sweeping Documents
Scheduling Document Sweeps
Sweeping Documents Using Windows Autoplay
Image Orientation
Importing Documents
Batch Status Queues
Awaiting Image Processing Queue
Awaiting QA Image Quality Review Queue
Awaiting QA Rescan Queue
Awaiting Bar Code Processing Queue
Awaiting Document Separation Queue
Using the Document Slicer
Creating a New Document from the Document Slicer
Document Slicer Toolbar
Using the Document Separation Window
Awaiting Pre-Index Scan Queue Sorting
Awaiting Index/Index in Progress Queues
Secondary Awaiting Index/Secondary Index in Progress
Performing Secondary Indexing
Resolving Indexing Discrepancies
Awaiting QA Review/QA Review in Progress Queues
Awaiting Manager Resolution Queue
Awaiting QA Re-Index Queue
Awaiting Re-Index/Re-Index in Progress Queue
Awaiting Post-Index Scan Queue Sorting
Awaiting Custom Process Queue
Committed Queue
Shortcut Keys
Deleting and Reordering Pages
Delete/Reorder Pages Toolbar
Holding Area
Delete a Page or Pages
Reorder Pages
Moving Pages in a Smaller Document
Moving Pages in a Larger Document
Rotate Pages
Rubber Band
Indexing Buttons
Indexing Toolbar
Scanning More Pages into a Document
Scanning Additional Pages into a Document from the Batch View
Scanning Additional Pages into an Open Document
Creating a Document
Creating a New Document from an Existing Document
Creating a New Document from Thumbnails
Creating a New Document from a Single Page
Creating a New Document from a Range of Pages
Using the Rubber Band
Image Segment Archiver
Image Segment Archiver Toolbar
Margins
Creating New Documents from Image Snippets
Scheduling Scanning Processes
Transaction Log
Document History
Batch History
Generating a Document History Report
Administration
Make sure batches are committed regularly
Monitor the Index in Progress or Incomplete Commit queues
Validate Keywords and Pages
Run Scan Reports
Run Configuration Reports
Maintenance
Viewing Keywords
Committing
Purging
System Interaction
Application Enabler
CAD Services
Digital Signature
Document Distribution
Document Retention
Encrypted Keywords
Exception Reports
Exporting / Publishing
Host Enabler
HL7 Module
Image Statements
Institutional Databases
Scanning Additional Pages into an Existing Document
Indexing Batches with a Single-Institution User
Integration for Epic
Linking Physicians in the Client
Linking Physicians in the Unity Client
Medical Records
Indexing Documents with Chart and Order Information
Resolving Documents to Charts Using Chart Search
Scanning More Pages Using Chart Search
OCR
Print Distribution
Release of Information
Reporting Dashboards
Security
Unity Forms
Virtual Print Driver
Web Server
Workflow
Adding Documents to Workflow
Scan More Pages Via Workflow Action
Add Document to Scan Queue Process
Option: Select Scan Queue
Option: Select Status Step