Importing a Multi-Page Image or PDF Document to Create Multiple Documents - 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

Depending on your configuration, you may be able to import a multi-page image or PDF document for the selected Data Set and then organize the pages into individual documents that are assigned to the proper Document Types, as opposed to importing an individual document, assigning it to its Document Type, importing the next document, assigning it to its Document Type, etc.

To create multiple documents by importing a multi-page image or PDF document into the Front Office Scanning client:

  1. From the Front Office Scanning client, click File | Import Image File. The Open dialog box is displayed.
  2. Browse to the multi-page image or PDF file to be imported and click Open. The document is 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.

      Tip:

      When working with a batch containing a large number of pages, it may be easier to work with the Front Office Scanning client in Full Screen view.

  3. Select the appropriate page(s) that compose the first document. To select all pages, click Edit | Select All or press Ctrl+A.

    A page is selected when a white box surrounds the thumbnail image. To deselect a page, click it again.

    For example, if a Privacy Notice consists of three pages, select all three pages in the Working window to ensure that the entire document is assigned to the Document Type.

    Tip:

    The order of the thumbnails depends on the order of the pages in the document.

    If you are not satisfied with the currently displayed image, click Delete Page to delete the currently selected pages from the document.

  4. 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.

    • Once an image document has been imported into the Front Office Scanning client and is displayed in the Working window, only other images can be imported until the displayed image(s) are assigned to a Document Type.

    • Once a PDF document has been imported into the Front Office Scanning client and is displayed in the Working window, no other documents can be imported until the displayed PDF is assigned to a Document Type.

  5. 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.

  6. Repeat Steps 3-5 for each document to be created from the multi-page image document.