Depending on your configuration, you may be able to view documents related to the selected Data Set (i.e., documents stored in OnBase or documents that are pending upload to OnBase that share Keyword Values with the selected Data Set).
If this feature is available, the related documents are displayed in the Related Documents list, displayed below the Working window when the Front Office Scanning client is viewed in Single Page or Thumbnail view.
The Related Documents list is automatically populated when a Data Set is selected from the Available Data Sets list. The Related Documents list is NOT populated when a Data Set is manually created.
The documents displayed in the Related Documents list have one or more Keyword Values in common with the Keyword Values in the selected Data Set. The Keyword Types used to determine if existing documents match the selected Data Set are specified by your administrator.
If your Front Office Scanning client is configured to run in disconnected mode (i.e., you are able to collect several Data Sets' documents before performing an upload), only documents that are pending upload are displayed in the Related Documents list. Documents stored in OnBase are not displayed.
To determine if documents in the Related Documents list are currently stored in OnBase or if they are awaiting upload to OnBase, note the corresponding values in the Pending column:
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Related documents that are awaiting upload into OnBase have a Pending value of Yes.
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Related documents that are already stored in OnBase have a Pending value of No.
Related documents awaiting upload are displayed with the document's Document Type name displayed in the Document column. Related documents already stored in OnBase are displayed with the document's full Auto-Name string displayed in the Document column.
You can also sort the documents in the Related Documents list by column. To sort the documents by a particular column, click on the column's header. An arrow to the right of the column's label indicates the direction of the sorting (e.g., an upward arrow sorts in ascending order, a downward arrow sorts in descending order). To change the direction of the sorting, click on the column's header again.