Saving a Local Backup Copy Upon Upload - 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

By default, no copies of documents are saved on the local workstation once documents are uploaded to OnBase. However, you can configure Front Office Scanning to save a local backup copy of each document to the workstation upon upload.

Backup local copies of image files are saved as TIFF files, and PDF files are saved as PDF files. If the original image document consists of multiple pages, the backup local copy is a single multi-page TIFF file.

The file name of each local copy is based on the document's OnBase document handle, the data source name of the OnBase database, and the date and time at which the backup copy was created. For example:

<document handle>(<data source>)(<yyyy-mm-dd_hh-mm-ss>).tif

To configure Front Office Scanning to save local backup copies upon upload:

  1. In the Front Office Scanning configuration file, locate the FOSCONFIGURATION parent element.
  2. Within the FOSCONFIGURATION parent element, locate the maintainLocalCopy setting. If this setting is not present, add it to the FOSCONFIGURATION parent element.
  3. Set the maintainLocalCopy setting to true. For example:
    maintainLocalCopy="true"
    Tip:

    For more information on the Front Office Scanning configuration file's FOSCONFIGURATION parent element and its maintainLocalCopy setting, see The FOSCONFIGURATION Parent Element.

  4. Locate the MaintainLocalCopyPath element. If this element is not present, add it to the Front Office Scanning configuration file.
  5. Enter the full path of the folder in which you want to save local backup copies of documents.
  6. Set the MaintainLocalCopyPath element to the path of the folder where you want to save local backup copies of documents. For example:
    <MaintainLocalCopyPath>C:\Program Files\Hyland\Front Office Scanning\LocalCopy</MaintainLocalCopyPath>
  7. Save and close the configuration file.