Scan Format Configuration - Integration for Epic - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Essential - Premier - Standard

Integration for Epic

Platform
OnBase
Product
Integration for Epic
Release
Foundation 23.1
License
Essential
Premier
Standard

Scan formats control document separation, compression, and scan settings for individual imaging devices. By creating multiple scan formats with different settings for the same imaging source, you can scan different types of documents without resetting the scanner's parameters.

Scan formats are configured in the OnBase scan control (Scan Acquisition Server).

Note:

Scan formats are stored on the workstation where they were created. By default, they are not accessible from other workstations.

  1. In Epic, click the Scan button to launch the Scan Acquisition Server.
  2. Click the Scan Method button.
  3. Select one of the available scan methods. Available methods may include ISIS, Kofax, Sweep, or TWAIN.
    Note:

    Fujitsu PaperStream drivers are not compatible with the Scan Acquisition Server. Use a TWAIN scan method for Fujitsu PaperStream scanners.

  4. If applicable, click the Scan Source button.

    Depending on your integration's setup, the Scan Source button may be available only the first time you choose a scan source for the selected scan method.

    For the Sweep scan method, skip to step 6.

  5. Select the scanner that will be used for scanning, or select Disk to scan from disk.
  6. Do one of the following:
    • To create a new format, click the Scan Format button. Select Add new format, type a format name, and click OK.

    • To modify an existing format, select the format from the Scan Format drop-down. Click the Scan Format button, and then select Modify current format.

    The Modify Scan Format dialog box is displayed.

  7. Configure settings as needed. Available settings vary depending on the selected scan method, as outlined in the following table. Click the name of an option in the left column to jump to the description of that option.