Overview
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.
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.
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:
- 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