You are viewing an old version of this page. View the current version.
Compare with Current
View Page History
« Previous
Version 11
Next »
Document Import
2. Import a document into OnBase using Browse function or Drag and Drop file
a. Browse function allows user to browse out to a file on your computer.
a. Select appropriate indexing option (if Browse function is grayed out, activate it by selecting Document Type Group and Document Type in the Import Layout pane).
3. Click on Browse or Drag and Drop document in the Preview/Document Viewer panel to attach file.
4. Once document is attached, a preview of the file will appear in the document viewer panel.
5. Start indexing the file by selecting a Document Type Group and Document Type.
a. Once a document type is selected, the associated keywords will appear in the indexing panel. Enter all applicable keyword values; including required keywords in red.
b. Double click a keyword field label to add another instance of that keyword value(e.g.. Program Plan).
c. Click Import when done.
Working Documents Types