You can use the Web Client to import documents to OnBase.
Unless otherwise noted, OnBase does not support the import of files larger than 2 GB.
Document import consists of a two-stage process. Users either browse to a file location and select a file to import, or users can drag and drop a file onto the document import screen. The document is held in an imported Document Queue while Document Type and Keyword information is added. Once the necessary information is entered, the document can be imported into OnBase. Depending on your configuration settings, you can also preview image files for easier indexing.
Some Document Types are configured to require Keyword Values to be entered in order to create and/or retrieve documents. Required Keyword Values are displayed in red for these operations, which may include the following: Document Retrieval, importing, indexing, re-indexing, viewing or modifying Keyword Values, and scanning.
When importing documents in the Web Client, consider the following:
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As .dotm and .dotx files are Microsoft Word templates, modified versions are automatically saved to OnBase as new documents. If this is not the intended behavior, the files should be saved as .docx or .doc files before importing them into OnBase.
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Importing AFP files is not supported in the Web Client. For more information, see the AFP Input Filter module reference guide.
To import documents: