Document Import - Web Client
- Former user (Deleted)
Owned by Former user (Deleted)
This guide offers instructions on importing a single document in OnBase Web Client.
Import Document
1. Open Navigation Menu and select Import Document
2. Click on Choose File or Drag and Drop file in document viewer
a. Index document and click Import when done
b. Note:
- Please be aware that the Web Client automatically assigns a default value for the document type during the import/indexing process. Users will need to remember to select or change it to the appropriate document type as they proceed.
- Keyword cannot be locked when importing, only the "Document Date" can be locked.
