The File Upload portlet allows you to import documents into OnBase.
To upload a file:
- Click Browse to select the file you want to upload.
- Select a Document Type Group, Document Type, and File Type.
Select the Document Date.
Depending on your system configuration, the Document Type Groups, Document Types, and File Type drop-down lists, as well as the Document Date field, the Initiate Workflow option, or the Queue for Full-Page OCR option, may not be displayed. See your system administrator for more information.Tip:
To retain the selected date for future uploads, click the lock button to the right of the calendar. The selected date is retained until you click the lock button again to unlock it.
- Enter Keyword Values for the document. Available Keyword Type fields vary per Document Type.
Click the Import button to import the document into OnBase.
If necessary, click the Clear Keywords button to clear all Keyword Values, or click the Clear All button to start over.