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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.

Make sure the scanner is turned on.

1	Open OnBase
2	In the Processing menu, select Scan/Index
3	Find your scan queue and double click on it to activate
4	Select a Scan Format
5	Select a Scan Mode
6	Select the Document Type
7	Enter the date
8	If you select pre-index or full index, enter the keywords for that document.  If If there is an auto-fill attached to this document, you can also enter the ID number followed by the tab key.  Also Also, using Drop down arrows and entering the first letters of the keywords with the drop-down arrow will help with indexing and eliminating typo’s typos.
9	When the keywords are filled in click on Scan
10	Enter a Batch Name (Description of documents)
11	Click OK
12	Load scanner
13	When the papers are scanned you will get virtual rescan message.  Press cancel
14	Select the correct action in the Scanning Complete Box ( Done if batch is complete)
15	The Batch will show up on the right hand side of your window after scan is complete

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