Import by File Import - EDI 810 Processor - English - Foundation 22.1 - OnBase - Premier - Standard - external - Standard - Premier

EDI 810 Processor
Platform
OnBase
Product
EDI 810 Processor
Release
Foundation 22.1
License
Standard
Premier

Performing an ad-hoc import of an EDI 810 file allows you to import the entire file into OnBase as a single document.

  1. From the OnBase Client, click File | Import. The Import Document dialog box is displayed.
  2. Click Browse to browse to the location of the EDI 810 file to be imported.
  3. Select all desired import options:

    • Append Page To Existing Document- select this option if you are importing an image file and want to append this file to an existing document in the same Document Type with the same File Type and Keyword Values.

    • Delete File After Import- select this option to delete the document from its original location after it is imported into OnBase

    • Initiate Workflow- select this option to add the imported document to a Workflow queue. For more information on this option, see the Workflow documentation.

  4. Use the Document Type Group and Document Type drop-downs to select a Document Type Group and Document Type for the EDI 810 file being imported.
  5. Use the File Type drop-down to select the file format for the file being imported. This field may be set by default.
  6. Click Import to import the file into OnBase.