Scan - Document Tracking - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Standard - Premier - Standard

Document Tracking

Platform
OnBase
Product
Document Tracking
Release
Foundation 24.1
License
Premier
Standard
Note:

For scanning to be available, your system must be licensed for Document Imaging, and you must register an imaging license in Unity Client User Options. For more information, see the Document Imaging module reference guide.

Clicking Scan launches the standard pre-scan series of Unity dialogs, allowing you to scan a new document into the Document Tracking folder without having to manually index.

  1. When prompted, select an imaging device and click OK.
  2. Depending on your selected device, the device's user interface may be displayed. Select or modify any scanner options and click Scan.
  3. A preview of the scanned document is displayed.
  4. In the Document Date field, enter or select the appropriate Document Date.
  5. If you wish to scan more pages into the current document, click Scan More and repeat steps 1 to 4.
  6. If you wish to prevent the scanned page(s) from being imported into the Document Tracking folder, click Cancel.
  7. When you are finished scanning pages into the document and wish to import them into the Document Tracking folder, click Save.