Once documents are created/scanned in the Front Office Scanning client and assigned to a Document Type, the documents and their indexing information are temporarily stored in a folder specified in the Front Office Scanning configuration file.
Once the user clicks Upload Images, the Front Office Scanning client connects to the OnBase Application Server using the connection information specified in the configuration file and uploads the documents and their indexing information to OnBase. Front Office Scanning can also be configured to save a backup copy of any document to the local workstation before it is uploaded to OnBase. For more information, see Saving a Local Backup Copy Upon Upload.
By default, documents are uploaded using a background upload process (i.e., users are still able to work in the Front Office Scanning client during the upload). However, you can configure the Front Office Scanning client to upload documents using a foreground upload process (i.e., the Front Office Scanning client becomes unresponsive until the upload is complete). For more information on specifying an upload method, see Specifying an Upload Method.
By default, a user must upload all documents scanned/created for the selected Data Set before he/she can select another Data Set and scan/create documents for it. However, you may configure your Front Office Scanning solution to run in Disconnected mode. Disconnected mode allows users to scan/create documents for multiple Data Sets using the Front Office Scanning client (i.e., select the first Data Set, scan/create documents for that Data Set, select a second Data Set, scan/create documents for that Data Set, etc.) and queue them locally on the workstation until they can all be uploaded to OnBase at a later time.
If your Front Office Scanning client is configured to run in Disconnected mode and your Front Office Scanning solution is configured to allow document retrieval, only documents that are pending upload are available for retrieval. Documents stored in OnBase are not available. For more information on configuring your Front Office Scanning solution to perform document retrieval, see Configuring Front Office Scanning to Allow Document Retrieval.
To configure the connection to your OnBase Application Server so that documents can be uploaded from the Front Office Scanning client to OnBase: