In the Front Office Scanning client, once all necessary documents have been created for the selected Data Set, the newly created documents must be uploaded to OnBase from the Front Office Scanning workstation. By default, documents scanned/created in the Front Office Scanning client are individually ad hoc imported into OnBase once the document is uploaded.
Depending on your configuration, your Front Office Scanning solution may be configured to upload documents as a batch belonging to a Document Imaging scan queue. Regardless of how documents are stored once uploaded to OnBase(i.e., as individually ad hoc imported documents or as a batch), they are scanned/created and uploaded exactly the same way in the Front Office Scanning client.
An E-Form cannot be uploaded to OnBase as part of a batch belonging to a scan queue unless it is first converted to an image.
By default, all documents associated with the selected Data Set must be uploaded before another Data Set can be selected and documents can be scanned/created for it.
Depending on your configuration, however, your Front Office Scanning solution may be configured to run in disconnected mode, allowing you to collect several Data Sets' documents before performing an upload.
To view documents waiting to be uploaded to OnBase, click the View Pending Uploads toolbar button or click File | View Pending Uploads to display the Documents Pending Upload dialog box. For more information, see Viewing Documents Pending Upload.
If users are able to view documents related to the selected Data Set from the Related Documents list, users can view documents pending upload, as well as documents already stored in OnBase, from the Related Documents list. For more information, see Performing Document Retrieval in the Front Office Scanning Client.
If your Front Office Scanning solution is configured to run in disconnected mode and your solution is configured to allow users to view documents related to the selected Data Set in the Related Documents list, users are able to only view documents pending upload, not documents already stored in OnBase, in the Related Documents list.
To upload documents from the Front Office Scanning workstation into OnBase, click the Upload Images button in the Scan/Create Document window.
The indexed documents are uploaded to OnBase.
If your Front Office Scanning client is configured to run in disconnected mode, you are also able to upload all pending document by clicking File | Upload Pending Documents.
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.
While the documents are uploading, the Status Bar displays Uploading Documents. Once the upload is complete, Uploading Documents is replaced by Select a Data Set.
After the upload is complete, the selected Data Set and its associated documents are deleted from the Front Office Scanning workstation, the XML file containing the selected Data Set is deleted from its stored location (e.g., the shared folder), and the Front Office Scanning user is able to select another Data Set and scan or create documents to associate with it.