Importing Multiple Image Documents as a Single Document - 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

You can import multiple image documents into the Front Office Scanning client together as a single document in one operation.

Tip:

This procedure can save time over merging multiple documents into a single document outside of your OnBase system and then importing this merged document into Front Office Scanning, or over manually joining documents together within OnBase after import.

Note:

Multiple PDF documents cannot be imported into the Front Office Scanning client in a single operation. If you attempt to import multiple PDFs at the same time, only the first selected PDF will be imported.

To import multiple image documents as a single document into the Front Office Scanning client:

  1. Click File | Import Image File. The Open dialog box is displayed.
  2. Browse to the folder containing the image documents you wish to import.
  3. To select multiple documents simultaneously within this folder, press and hold the CTRL key while clicking each document you wish to import.
    Note:

    If you wish to include additional documents from a different folder in this import process, you can add them in a later step.

  4. Once you have selected all desired documents, click Open. The documents are displayed in the Working window.
    • By default, the document in the Working window is displayed in Thumbnail view. To display a larger thumbnail image of a page, hover over the thumbnail image.

    • To display the document in Single Page view, turn off Thumbnail view by clicking View | Thumbnail or by pressing Ctrl+B.

    • To display the document in Full Screen view, click View | Full Screen or press F11.

  5. In the Working window, select all documents you wish to import as a single document.
    • To select each document individually, click the appropriate thumbnail images.

    • To select all documents at once, click Edit | Select All or press Ctrl+A.

      Note:

      A document is selected when a white box surrounds the thumbnail image. A document remains selected, even after importing additional documents, until you deselect it. To deselect a document, click its thumbnail image(s) again.

  6. If you wish to remove a document from the import process, select only that document's thumbnail image(s) and click Delete Page.
  7. If you wish to include additional image documents from a separate folder in this import process, repeat steps 1 to 6 before proceeding.
  8. Once you have selected all documents you wish to import as a single document, click the appropriate Document Type button to assign the selected document to its Document Type.

    When assigning a document to a Document Type, note the following:

    • 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.

    • 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.

    • Depending on your configuration, clicking the Document Type button might prompt you to select a Document Type from a drop-down list before the document can be uploaded into OnBase.

    • Depending on your configuration, once a document is assigned to a Document Type, an overlay image, a signature, and/or Keyword Values (or bar codes representing Keyword Values) may automatically be stamped on the document. For more information, contact your administrator.

  9. Once the document has been assigned to a Document Type, the document is cleared from the Working window, a check mark is displayed over the selected Document Type button, and the Document Type button is no longer enabled.

    If you are not satisfied with the currently displayed document, click Discard Images to deselect the selected Data Set and delete all documents associated with it that have not yet been uploaded to OnBase.

    If you are satisfied with the currently displayed document and wish to upload it into OnBase, proceed to Uploading Documents to OnBase.