Paper documents are scanned to create an image document that can be stored in OnBase.
Once the document is scanned, select a Document Type button to assign the document to the correct Document Type. Depending on your configuration, the Document Type of the scanned document may automatically be selected for you.
By default, one document is scanned, it is assigned to a Document Type, another document is scanned, it is assigned to a Document Type, etc. until all documents for the selected Data Set have been scanned and assigned to a Document Type.
Depending on your configuration, however, you may be able to scan all pages of all documents associated with the selected Data Set at once, organize the pages into documents, and assign the documents to the proper Document Types. This configuration is known as Batch Scanning; for more information, see Scanning Documents Using Batch Scanning.
All scanning actions are performed in the Scan/Create Document window, located below the Selected Data Set window:
The buttons in the Store images as: section are configured by your administrator; the buttons in your solution may be named or may be displayed differently.
Some Front Office Scanning solutions are designed to allow multiple input buttons (i.e., Scan buttons) to allow users to scan documents from multiple scanners, from a single scanner using different settings, or to create documents by marking up an image template or by creating an E-Form. The Scan/Create Document window for these solutions has a different appearance; examples of this Scan/Create Document window can be seen in Creating a Document from an Image Template and Creating an E-Form.
To scan a document using the Front Office Scanning client: