Identifying the Sample File and Process Paths - PDF Input Filter - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential

PDF Input Filter
Platform
OnBase
Product
PDF Input Filter
Release
Foundation 24.1
License
Premier
Standard
Essential

Select the PDF file that will be used to configure the PDF Input Process Format.

Note:

The PDF Input Filter cannot be configured to process image-based PDF files. PDF files to be processed must be text-searchable or text-selectable in order for the processor to successfully read the contents of the PDF file.

  1. Expand the new PDF Input Process Format by selecting the + node to the left of the Process Format name.
  2. Double-click on the branch labeled [SAMPLE PDF PATH] or select the branch labeled [SAMPLE PDF PATH] and select Edit from the right-click menu. The Open dialog box is displayed.
  3. Navigate to the PDF file you wish to use to configure the Process Format and select Open. The file path is displayed next to [SAMPLE PDF PATH].
    Note:

    The maximum file path length is 255 characters.

  4. Right-click the branch labeled [SAMPLE PDF PATH] and select View File. The PDF file is displayed. Do this to view the file at any time during Process Format configuration.
  5. Right-click the branch labeled [PROCESS PATH]. The Process Settings dialog box is displayed.
    Alternatively, double-click on the branch labeled [PROCESS PATH] to open the Process Settings dialog box.
  6. Enter the appropriate value for each option necessary to your COLD Process Format. All options are explained in the tables below. The following options are mandatory:

    • Processing | Default Directory

    • Processing | Default File Name

    • Processing | Disk Group

    • Options | Run Process

  7. When all options are set satisfactorily, click Save to save your selections and exit the dialog box.
    Note:

    FTP processing is only functional for the following modules: EDI 835, EDI 837, AFP Input Filter, some Check Import Processes, the NSF Return Process (Check21), COLD/ERM, Document Import Processor, HL7, Keyword Updater, PCL Input Filter, Physical Records Management, and XML Index Document Import Processor.