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If your document is in paper form, you can scan it into OnBase. You can use either an MFP or a desktop scanner.
Virtual Printing
If you have a document open and you want to put it into OnBase, you can use the Print button to import into OnBase
Importing
If your files exists on a drive (your computer, collab, etc) you can import it directly into OnBase by doing the following:
- Open OnBase
- Click on File
- Click on Import
- In the File Path area, click on Browse and find your file
- Choose the document type group that is appropriate
- Choose the appropriate document type
- The keywords need to be entered - never skip this step or your document will be lost forever! Many documents have an 'auto-fill keyword set' that allows you to enter an ID number and hit the Tab key, and some of the remaining fields will be filled in for you. Many documents also have a 'reverse lookup' where you can hit the Lookup button and
- When the keywords are filled in click on Import