Right-click the open scan queue and choose Scan, Scan From Disk or Sweep Directory to bring documents into OnBase.
Note: The number of documents that are scanned or swept into a batch should be considered to ensure that the disk size required by the batch is available in the current disk volume. Scan
1. Right-click and select Scan and OnBase prompts you for a batch name.
Pre-Index Activates the Document Type drop-down list so that users can specify the Document Type of the scanned or imported documents. Once a Document Type is selected, users may enter Keyword Values to be applied to each document scanned in the batch, although this is not required.
Note:Users are required to specify a Document Type for each document. When scanning is complete, the documents are sent to the Awaiting Index
batch status queue where indexing can be completed.
Tip:Select Pre-Index if bar code processing is used only to assign a Document Type or if bar code processing or AutoFill Keyword Sets are used to only partially index documents.
Full Index Full Index functions the same as Pre-Index, except that batches that are scanned as Full Index skip the Awaiting Index batch status queue.
Tip:Select Full Index if bar code processing or AutoFill Keyword Sets are used to fully index documents.
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2. Click OK. The paper feeds through the scanner. When the feeder runs out and the scan format is configured for Duplex Emulation, the system prompts you to turn the pages
over and feed the back side of the pages through the scanner.
3. If you are using a Kofax or ISIS interface: When scanning is complete, the Scanning Complete dialog is displayed. Choose from the following options:
Option Description
Scan More Pages Allows you to scan additional images into the previous batch. Depending on the scan queue settings, the image is scanned as a page of an existing document in the batch or as a new document in the batch.
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4. When this process is complete, all the scanned pages are organized into documents. The complete batch appears in one of the Awaiting (Index, OCR, Document Separation, Commit) queues, depending on the configured Scan Format and Scan Queue options.
Scan From Disk
The Scan From Disk right-click option can also be used to bring documents into OnBase. In this case, the TIFF, BMP, or JPEG image files are located in a directory and do not need to be physically scanned. This option requires Kofax ImageControls or Kofax Software Virtual ReScan (SVRS) with the Adrenaline Image Processing Engine (AIPE).
Note: The ability to bring .bmp image files into the OnBase using the scan from disk feature is dependent on the hardware and software in use.
Change Format Allows you to select an alternate scan format for the batch or document. For example, documents containing both black and white pages and color pages may require two separate formats.
Discard Pages Deletes scanned documents. Done Ends the scanning session.
Once scanning is complete, the focus is returned to the Document Imaging window. Delete Last Page Deletes the last page and continues. Click Retry to re-scan the last document or click
Cancel to cancel the scanning operation.
Tip:This option is helpful when scanning ends due to a paper jam. Delete Last
Document
Deletes the last document and continues. Click Retry to re-scan the last document or click Cancel to cancel the scanning operation.
Tip:This option is helpful when scanning ends due to a paper jam.
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Note: LZW compression for TIFF images is not supported by Kofax for scan from disk. When scanning from disk, TIFF images need to be compressed with CCIT Group IV compression.
1. Similar to the Scan option, if you do not have the batches configured for auto-naming, enter a batch name and click OK. By default, the batch name will be the date and user
name.
2. Browse to the directory where the files are located and double-click on one of the files in the directory.
Note: OnBase scans from disk the file with the shortest file name into the system first, and then proceeds alphabetically/numerically. For example, if the directory includes files named
1.tif, 2.tif, and 10.tif, the document with the shortest file name is scanned from disk first (1.tif), followed by the files that are displayed next alphabetically or numerically (2.tif, 3.tif,
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3. If you are using a Kofax or ISIS interface: When the scan from disk is complete, the
Scanning Complete dialog is displayed. Choose from the following options:
Option Description
Scan More Pages Allows you to scan additional images into the previous batch. Depending on the scan queue settings, the image is scanned as a page of an existing document in the batch or as a new document in the batch.
The Open dialog box is displayed, allowing you to locate the additional images to scan from disk.
New Document Allows you to scan a new document into the batch.
The Open dialog box is displayed, allowing you to locate the additional images to scan from disk.
Change Format Allows you to select an alternate scan format for the batch or document. For example, documents containing both black and white pages and color pages may require two separate formats.
Discard Pages Deletes scanned documents. Done Ends the scanning session.