The options used to specify how MFPs using this profile will upload documents to OnBase are displayed in the Destination section of the Configure Connector (OnBase) pane of the eCopy ShareScan Administration Console.
The Integration for eCopy ShareScan offers several options for uploading documents from the MFP to OnBase.
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Select from All Document Types. After scanning a document, the user is able to assign the document to any one of the OnBase Document Type he/she has rights to. This is the OnBase Connector's default behavior.
For example, if a user has rights to 100 Document Types, he/she will be able to assign the document to any one of those Document Types.
For more information, see Allowing Users to Select from All Document Types.
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Select from Custom Document Types. After scanning a document, the user is able to assign the document to a Document Type from a group of Document Types selected by an administrator.
For example, if a user has rights to 100 Document Types, but the administrator has configured the profile to only allow documents to be assigned to one of three potential Document Types, then the user will only be able to assign the document to one of those three selected Document Types.
Note:In this scenario, the user must have rights to the three selected Document Types.
For more information, see Allowing Users to Select from a Group of Document Types.
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Send to Scan Queue. After scanning a document, the user uploads the document as a batch of a scan queue. Depending on the profile's settings, the administer can:
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Prevent the user from assigning the document to a Document Type and indexing the document.
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Allow the user to assign the document to one of the Document Types assigned to the scan queue and index it from the MFP.
Note:Users must have rights to the scan queue in order to upload documents to it via an eCopy ShareScan-enabled MFP. If the user is able to assign the document to a Document Type, he/she must also have rights to that Document Type.
For more information, see Allowing Users to Upload Documents to a Scan Queue.
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