Configuring Front Office Scanning to Allow Document Retrieval - 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

You can configure your Front Office Scanning solution to allow users to retrieve and view documents related to the selected Data Set (i.e., documents stored in OnBase or documents pending upload to OnBase).

In order to be able to retrieve documents in the Front Office Scanning client:

  • Document Retrieval Must Be Enabled for Your Front Office Scanning Solution. See Enabling Front Office Scanning to Allow Document Retrieval.

  • Documents to be Retrieved Must Belong to a Document Type with a Corresponding ‘DocType' Element in the Front Office Scanning Configuration File. In order for documents to be retrieved, they must belong to a Document Type that fulfills one of the following:

    • The Document Type has a Document Type button configured for it in the Front Office Scanning client. For information on creating a Document Type button for a Document Type, see Configuring Document Type Buttons.

    • The Document Type has been specifically configured for document retrieval in the configuration file. See Specifying Retrieval Document Types.

  • Documents Must Share One or More Specified Keyword Values with the Selected Data Set. See Specifying Retrieval Keyword Types.

Additionally, you may configure Front Office Scanning to retrieve only documents archived in OnBase within a specified number of days of the current date or to retrieve only the most recent documents archived in OnBase.

Note:

If your Front Office Scanning client is configured to run in disconnected mode (i.e., you are able to collect several Data Sets' documents before performing an upload), only documents that are pending upload are available for retrieval. Documents stored in OnBase are not available.

Note:

Be aware that the Related Documents list is not populated with documents related to a manually created Data Set (i.e., related documents cannot be retrieved for manually created Data Sets). The Related Documents list is only populated when a Data Set is selected from the Available Data Sets list.