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Table of Contents

Using the Hyland OnBase Foundation EP1 - Unity Client 15.0(19.8.9.1000)

Watch a 50 minute Video about Unity Scanning and Indexing

Requirements

  • The OnBase Unity Client
  • A Fujitsu scanner with Kofax, Paperstream, or TWAIN drivers
  • Scan Formats configured and named appropriately for the type of documents that will be processed
  • An OnBase System Administrator needs to go to OnBase Admin > User Management > Workstation Registration a license for "Production Document Imaging (Kofax or TWAIN)" needs to be allocated to the scanning station

Scanning

**Note** you may click on any of the images below to enlarge them for a more detailed view and explanation of these instructions. **

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Click the Back button to Scan your next batch or to proceed with indexing your newly scanned batch(es).

Indexing

Beginning on the Home tab of OnBase Unity Client

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When you have completed indexing all of the batches of documents you may click Stop Indexing.

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