Marking Up an Image Template in the Front Office Scanning Client - 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, when you click the input button associated with an image template that allows markups, it is displayed in the Front Office Scanning client in Full Screen view.

In Full Screen View, the Front Office Scanning client window is expanded to take up the entire display. The Markup toolbar is displayed at the top and the image template takes up the remainder of the window.

The Markup toolbar contains all tools necessary to markup an image template:

Button Name

Toolbar Button

Description

Undo

Click to undo the last markup action (e.g., drawing, erasing) from the image template.

Note:

This button is only enabled after you have added a markup to the image template.

Redo

Click to redo the last action that was undone.

Note:

This button is only enabled after you click the Undo button.

Draw Tool

Click to enable the drawing tool.

The drawing tool allows you to draw markups on the image template with the mouse or other pointer device.

Tip:

The drawing tool can also be enabled in Single Page view by clicking Edit | Draw Tool.

Erase Tool

Click to enable the eraser tool.

The eraser tool allows you to delete markups, or parts of markups, from the image template.

Tip:

The drawing tool can also be enabled in Single Page view by clicking Edit | Erase Tool.

First Page

Click to display the first page of the image template.

Note:

This button is only enabled if your image template contains multiple pages and the currently displayed page is not the first page.

Previous Page

Click to display the previous page of the image template.

Note:

This button is only enabled if your image template contains multiple pages and the currently displayed page is not the first page.

Next Page

Click to display the next page of the image template.

Note:

This button is only enabled if your image template contains multiple pages and the currently displayed page is not the last page.

Last Page

Click to display the last page of the image template.

Note:

This button is only enabled if your image template contains multiple pages and the currently displayed page is not the last page.

Fit in Window

Click to display the entire currently displayed page in the window.

Note:

The Front Office Scanning client remains in Full Screen view when this option is selected.

Fit to Width

Click to display the document to fit the width of the window.

Note:

The Front Office Scanning client remains in Full Screen view when this option is selected.

Fit to Height

Click to display the document to fit the height of the window.

Note:

The Front Office Scanning client remains in Full Screen view when this option is selected.

Zoom In

Click to zoom in on an area of the image template.

Zoom Out

Click to zoom out on the image template.

Rotate Left

Click to rotate the image template 90 degrees to the left.

Rotate Right

Click to rotate the image template 90 degrees to the right.

Close Full Screen

Click to exit Full Screen view and return the Front Office Scanning client to Single Page view.

To add markups to the image template:

  1. While viewing the image template in Full Screen view, navigate to the page of the image template that you would like to mark up by using the First Page, Previous Page, Next Page, and Last Page toolbar buttons.
  2. Enable the drawing tool by clicking the Drawing Tool toolbar button.
  3. Use the mouse or other pointer device to draw markups on the image template.

    If you are using the mouse, click and hold the left mouse button while dragging the pointer across the image template to draw a line. To end the line, release the left mouse button.

    Note:

    The width of the line is automatically determined by the resolution of the image used for the image template, but can be configured by your administrator.

  4. To delete a markup, or part of a markup, click the Eraser Tool toolbar button to enable the eraser tool. The eraser tool is used the same was as the drawing tool is used to create a line.
    Tip:

    You can also click the Undo and Redo toolbar buttons to undo previous markups/redo previously undone markups.

    Note:

    Once a markup has been added to the image template, the Rotate Left and Rotate Right buttons are disabled.

  5. Once you have added all necessary markups to the image template, click Done to exit Full Screen view and return the Front Office Scanning client to Single Page view.
  6. From Single Page view, you can continue to add markups to the image template or you can assign the marked-up image template to a Document Type by selecting the appropriate Document Type button.

    Required Document Types are displayed in red. Documents must be assigned to these Documents Types for the Data Set before documents can be uploaded to OnBase.

    Note:

    All required Keyword Types (i.e., those displayed in red in the Selected Data Set window) must have Keyword Values associated with them before the document can be assigned to a Document Type.

    If you are not satisfied with the marked-up image template:

    • Click Delete Page to delete the currently displayed page from the image template.

    • Click Delete All to delete the currently displayed image template. The currently selected Data Set remains selected.

    • Once the image template has been assigned to a Document Type, click Discard Images to deselect the selected Data Set and delete all documents associated with it that have not yet been uploaded to OnBase.

    Tip:

    To return to Full Screen view, click View | Full Screen or press F11.