In some instances, users may need access to the same document numerous times. For example:
When registering patients in a hospital emergency room, each patient needs to sign a privacy policy notification. Rather than print a copy of this document for every patient, the document can be displayed as an image template in the Front Office Scanning client.
Image templates are a way to make the same “stock” or pre-printed form available without requiring users to import or scan the same form into the Front Office Scanning client every time they need it.
Users are able to create documents from an image template in much the same way that they scan documents. To create a document from an image template, users select a Data Set, select an image template using an input button, add markups (e.g., signatures, highlights, notes, arrows, etc.) to the image template as needed, and then upload the marked-up document to OnBase. The marked-up image is indexed with the Keyword Values from the Data Set in the same way that scanned documents are.
If a note, redaction, burned markup, or deficiency is not in the location you expect, do not save or sign the document until the location has been corrected by your system administrator. When the document is saved or signed, the pending redaction, burned markup, or deficiency is permanently placed in the shifted location. The shifting of notes that do not permanently alter the document can be corrected any time by your system administrator.
The images used for an image template must be stored locally on the Front Office Scanning workstation, stored in a location available to the Front Office Scanning via a UNC path, stored in OnBase, or captured via the Hyland Virtual Print Driver.
There are two steps needed to create documents from image templates in the Front Office Scanning client:
If the image template consists of multiple-pages, you can configure which page of the is displayed first (or the page of the document that is displayed on a TOPAZ device for markups or signatures). For more information, see Specifying The Page of the Image Template To Be Displayed.
For information on additional options that affect documents created from image templates that can be set at the Document Type level, see Configuring General Document Options at the Document Type Level.