Importing via a Scan Queue - Importing via a Scan Queue - 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/Importing-via-a-Scan-Queue - 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 scan queue from the Import Document screen.

Depending on your configuration, you may also be able to specify a Document Type for the document. If you're able to assign the document to a Document Type, you will also be able to assign Keyword Values to the document.

To assign the document to a scan queue:

  1. Select the appropriate OnBase scan queue for the document from the Scan Queue drop-down.
  2. If the Document Type drop-down is displayed, select the Document Type the document should be assigned to. The Document Type drop-down may not be available, depending on your system's configuration.
    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.