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If you are going to be using a preprocessor with a process format, it is considered a best practice to run the preprocessor over your sample import index file prior to configuring the process format.
Running a preprocessor can alter the data in your import index file (i.e., adding/subtracting line or form feeds, shifting text vertically or horizontally), and could affect the Document Fields configuration for the process format.
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If you are going to be using a preprocessor with a process format, it is also considered a best practice to add comments to the Verification Report indicating the type of preprocessor used, and/or how the preprocessor affected the documents being imported into OnBase.
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It is considered a best practice to always select the Backup Path check box to backup your import file prior to processing.
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If you are running a large number of processes, it is considered a best practice to select the Create Unique Subdirectories check box.