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1. From the Unity Client homepage click on Batch Processing.
2. When using Batch Processing, batches of files that have been scanned or swept into OnBase will appear under Scan Queues or Status Queues.
- Select the Status Queue or Scan Queue that includes the batch of documents you want to index.
4. To start Indexing you will need to find and select the appropriate batch and then click on Start Processing.
- You can also right-click on the batch and select Index To select multiple documents, hold the CTRL key while clicking the documents.
6. To start Batch Indexing or Indexing all the documents within the batch:
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- Double click a keyword field label to add another instance of that keyword value.
7. Once you have completed Indexing a Batch, you will be prompted to choose one of these options: Save and Close, Review the Last Action or Save and Transition.
- Choosing the Save and Transition option will transition the batch to the next processing queue, Awaiting Commit.
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Awaiting Commit
1. Awaiting Commit includes “all batches where indexing is complete, but the documents have not been committed to OnBase”.
- Depending on specific system configuration set by your organization, any files moved to the “awaiting commit” queue may be automatically committed without users having to manually commit the files into OnBase.
