Automating Document Type Assignments - 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

Although an input button shares configuration information and is generally associated with the Document Type button it is displayed next to, users can, by default, scan or create a document by clicking an input button and assign it to any available Document Type by clicking any available Document Type button.

However, you can configure the Front Office Scanning client to automate the Document Type assignment process using a “one step” process. Users need only to click an input button to scan or create a document; once scanned/created, the Document Type button adjacent to the input button is automatically selected for the document.

This "one step" process can be configured on a global level (affecting all input buttons) or an individual input button level. Additionally, E-Form documents can be automatically assigned a Document Type as long as the E-Form document does not require a signature.

Note:

This feature should not be used in conjunction with the batch scanning feature (i.e., the ability to create multiple documents from a single, multi-page image document). Batch scanning will override the automated Document Type selection feature if both are enabled. For more information on batch scanning, see Enabling Batch Scanning.