Configuring Merge Items - 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

A merge item is a way to stamp data (e.g., text, bar codes, a signature, a webcam image, etc.) onto a document that is created/scanned in the Front Office Scanning client.

There are four types of merge items available for documents created in the Front Office Scanning client:

  • Document Merge Items. A Document Merge Item is a pre-configured layout that is independently created and configured and can be assigned to one or more Document types.

    A Document Merge Item may consist of an overlay, a font, and/or Keyword Values that are stamped onto the document.

  • Data Set Keyword Merge Items. A Data Set Keyword Merge is a Front Office Scanning-only configuration that is assigned at the Document Type button-level.

    When a document is assigned to a Document Type in the Front Office Scanning client by clicking the associated Document Type button, one or more Keyword Values from the selected Data Set are stamped onto the document. These Keyword Values may be represented by text or a Code 3 of 9, Code 128, DataMatrix, PDF417, or QR code bar code.

  • Image Merge Items. An Image Merge is a Front Office Scanning-only configuration that is assigned at the Document Type button-level.

    When a document template is selected by clicking the input button associated with the Document Type, a webcam captures a still image and stamps it onto the document.

  • Signature Merge Items. A Signature Merge Item is a Front Office Scanning-only configuration that allows signatures captured from a signature device (for example, a tablet or a TOPAZ signature pad) to be stamped directly on a document.

Note:

Signatures may also be added as a markup to a document, as opposed to stamping them on a document. For more information on adding a signature as a markup, see Configuring a Document Type Button to Capture a Signature as a Markup from a Signature Device.