Sweeping a Document into OnBase - Express Scanning - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Premier - Essential - Standard

Express Scanning

Platform
OnBase
Product
Express Scanning
Release
Foundation 23.1
License
Premier
Essential
Standard
CAUTION:

Unlike some other OnBase scanning modules, Express Scanning cannot be used to sweep multiple documents at once. Multiple image files can be swept at once to create one document consisting of all scanned pages, but only one non-image file can be swept into OnBase, creating one document, at a time.

To sweep a document into OnBase:

  1. The Sweep files path dialog box is displayed.
  2. Enter the path to the file(s) being swept into OnBase in the Sweep path field, or click Browse to browse out to the folder.
  3. Enter the file name of the file to be swept into OnBase in the Filename field. Wildcard characters can also be used in this field.
    CAUTION:

    Only one non-image file can be swept in at a time. Multiple image files can be swept into OnBase, but each file will be created as one page of one document.

  4. Click OK. The file is swept into OnBase and the image is displayed in the Document Viewer. The Document Type Toolbar is replaced by the Document Complete toolbar.
  5. Review the document displayed in the Document Viewer to ensure that it is correct and that it meets your quality standards.
  6. Click Upload to upload the document to OnBase, click Scan More Pages to scan additional pages to the currently displayed document, or click Delete to discard the document currently displayed in the Document Viewer. If you choose to delete the document, you are prompted to confirm this action.
  7. Depending on your configuration, a post-scan message may be displayed after you select the Upload button.
    Note:

    The post-scan message's title bar and text are configurable for each Document Type button.