Ad Hoc Import - Ad Hoc Import - OnBase - Integration for eCopy ShareScan - OnBase/Integration-for-eCopy-ShareScan/English/Foundation-22.1/Integration-for-eCopy-ShareScan/Usage/Indexing-Uploading-a-Document/Classifying-the-Document/Ad-Hoc-Import - English - Foundation 22.1

Integration for eCopy ShareScan
Platform
OnBase
Product
Integration for eCopy ShareScan
Release
Foundation 22.1
License
ft:lastPublication
2022-08-18T21:25:53.319000
ft:locale
en-US

Prior to assigning Keyword Values to the document and uploading it to OnBase, you must assign the document to a Document Type from the Import Document screen.

To assign the document to a Document Type:

  1. Select a Document Type Group from the Document Type Group drop-down.
    The selected Document Type Group filters the available Document Types.
  2. Select a Document Type to assign to the document from the Document Type drop-down.
    Once a Document Type is selected, the Keyword fields associated with the selected Document Type are displayed.
    Tip:

    At any time, press Back to return to the previous screen or press Home to discard the document and return to the Home screen.