Uploading New Photos - Mobile Access for iPad - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Mobile Access for iPad

Platform
OnBase
Product
Mobile Access for iPad
Release
Foundation 22.1
License
Standard
Essential
Premier

To take photos with the camera and upload them as a new OnBase document, perform the following steps:

  1. On the Upload screen, tap to select the Document Type that the file should be uploaded to.
    Note:

    Depending on your system configuration, you may be prompted for the application to use your location when uploading a new document. If you are prompted, tap OK or Allow to allow OnBase to use your location. You can change this setting by accessing OnBase settings within the iOS Settings app.

  2. Tap the plus (+) icon and choose the Add Images from Camera option.
    Note:

    If you are prompted, tap OK to allow OnBase to use the camera.

    The camera viewfinder is displayed.

  3. In the camera viewfinder, select the type of image you want to capture. By default, Photo is selected. Choose from the following options:

    Option

    Description

    Photo

    Select this option to capture a high-quality color image. Images taken using the Photo option are saved as JPEG images.

    Compared to the Document option, the Photo option does not automatically crop or deskew the image.

    You can manually crop or edit images captured with the Photo option later from the page list, if needed. See Editing Mode for information.

    Document

    Select this option to capture a document. Images taken using the Document option are saved as TIFF images.

    When Document is selected, after taking the photo, it is automatically converted into a grayscale image. This option is useful for capturing the text on a document when a high-quality image is not needed. Additionally, the app will attempt to detect the edges of the document in the photo and automatically crop and deskew the image so only the document is displayed.

    If the image isn't captured properly, you can retake the photo or adjust how the image is cropped or deskewed from the page list. See Editing Mode for information.

  4. Aim the device's camera, then tap the shutter button to take a photo.
  5. You can continue taking additional photos, if necessary. Each additional photo will be added as a separate page of the new document being created.
  6. When you are finished taking photos, tap Done. The page list is displayed.

    The page list shows all of the photos you have taken so far, and allows you to reorder, retake, or delete photos. The following actions can be taken in the page list:

    • To scroll between multiple thumbnails, drag the screen to the left or right.

    • To rearrange the pages, press and hold your finger on the page you want to move, and then drag and drop it in the new location.

  7. If necessary, you can delete, replace, or edit any of the pictures you have taken so far before you upload them. For information on these editing options, see the topic titled Editing Mode.
  8. When you are finished taking pictures, tap Index in the upper right corner of the screen.

    The indexing panel is displayed:

  9. Tap a keyword field to enter a value for the selected keyword. Required keywords are indicated by an asterisk (*). Invalid keywords are highlighted in red and must be corrected before you can continue uploading the document.
    • To add another value for a Keyword Type, tap the Add (+) button to the right of the keyword field.

    • To clear out a value for a Keyword Type, tap the X in the keyword field.

    • To clear all of the entered keyword values and start over, tap the Clear button at the bottom of the keyword panel, then tap OK to clear the keyword fields.

  10. Once you are finished entering keyword values, tap Submit to upload the new document.
    Once the new document is finished uploading, you are returned to the Upload screen.