Configuring Documents to Be Uploaded as a Batch of a Scan Queue - Front Office Scanning - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential

Front Office Scanning

Platform
OnBase
Product
Front Office Scanning
Release
Foundation 23.1
License
Premier
Standard
Essential

By default, documents scanned/created in the Front Office Scanning client are individually ad hoc imported into OnBase.

However, you can also configure Front Office Scanning to treat documents scanned/created in the Front Office Scanning client as a batch of a scan queue. Instead of being ad hoc imported into OnBase, the batch is routed through the batch status queues for the configured scan queue, allowing the document(s) to undergo additional indexing, quality assurance reviews, and/or processing (i.e., Advanced Capture, Full-Page OCR, Bar Code Processing, etc.).

Note:

E-Forms can only be assigned to a scan queue if they are first converted to an image. E-Forms are converted to images before a signature is applied to them.

Documents that are uploaded into scan queue batches are scanned in the same way that documents that are ad hoc imported are scanned; no additional user action is required.

To enable a document to be uploaded to a scan queue:

  1. In the Front Office Scanning configuration file, locate the DocTypes element.
  2. Identify the DocType sub-element associated with the Document Type button you are configuring.
  3. Within the DocType sub-element, locate the ScanQueueID setting. If this value is not present, add it to the DocType sub-element.
  4. Set the ScanQueueID setting to Queue # of the scan queue you are uploading it to.

    For example: ScanQueueID="101"

    Tip:

    A scan queue's Queue # can be found in the Scan Queue Configuration dialog box in the OnBase Configuration module.

  5. Within the DocType sub-element, locate the Unindexed setting. If this value is not present, add it to the DocType sub-element.
  6. Determine the indexing status of the document being uploaded:
    • To treat the document as fully indexed (i.e., the document will not be routed to the "indexing" batch status queues), set Unindexed to False.

    • To treat the document as unindexed (the document will be routed to the "indexing" batch status queues), set Unindexed to True.

      For example: Unindexed="False" or Unindexed="True"

    Tip:

    For more information on the Front Office Scanning configuration file's DocTypes element and its DocType sub-elements' settings, including the ScanQueueID and Unindexed settings, see The DocTypes Element.

  7. Save and close the configuration file.