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There are a number of ways to get files into OnBase. This document will describe how to import files one-at-a-time. Keep in mind, though, that there are also various ways to import documents in batches.
Scanning
If your document is in already in paper form, you can scan it into OnBase. To do this scanning you can use either an MFP or a desktop scanner.
Appending pages to an existing document:
- Go to that document
- Right-click and choose to scan more pages
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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. 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.
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