Unlike other OnBase scanning modules, you must select the indexing information to be associated with a document (i.e., the Data Set) before you scan or create the document from an image template or E-Form.
A Data Set can be selected in one of four ways:
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Selecting a Data Set from the Available Data Sets list. The Data Sets have been made available to the Front Office Scanning workstation by the data entry workstations.
See Selecting a Data Set from the Data Set List for more information.
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Manually Creating a Data Set. The Data Sets are manually created from within the Front Office Scanning client.
See Manually Creating a Data Set for more information.
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Using a Data Set from the Previously Uploaded Document. The Data Set from the last document that was uploaded can be used by clicking File | Previous Data Set so that additional documents can be indexed using this Data Set.
Note:The indexing values (i.e., Keyword Values and the Document Date) in the Data Set cannot be modified when using this option.
Note:This option does not reload the document(s) that have already been uploaded to OnBase using this Data Set in the Front Office Scanning client.
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Automatically Selecting a Data Set Captured by Application Enabler. If your enabled line of business application, Application Enabler, and the Front Office Scanning client are all running concurrently on the same workstation, your Front Office Scanning client may be configured to automatically create a Data Set using values obtained by a screen scrape event or to select an existing Data Set that matches values obtained by the screen scrape event.
Note:If a value obtained by a screen scrape event exceeds the allowable configured length for its assigned Keyword Type, the value will be automatically truncated in the Data Set.
Note:If a Date & Time value obtained by a screen scrape event is assigned to a Date Keyword Type, the time portion of the value is removed when the document is uploaded into OnBase.