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If you have a document open and you want to put it into OnBase, you can use the Print button to import into OnBase. For example, perhaps you received an email that needs to be in OnBase. Rather than printing and scanning it, and rather than saving it to a file and importing it, you can send it right into OnBase with the File -> Print features of your software application. This is known as 'Virtual Printing'. Follow these instructions to get your document virtually printed into OnBase.
If the document you have open happens to be part of a document that's already in OnBase, you can append your pages to this existing document with these steps:
- From the document where the new pages exist, choose Print and choose the Hyland printer.
- In the dialog box, choose your document type group, your document type, your keywords, etc.
- Click the box that reads 'Append pages to existing document'
- Import the document
Importing
If your files exists on a drive (your computer, collab, etc) you can import it directly into OnBase by doing the following:
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