You can import a supported file and add it as a document to OnBase Integration for Salesforce in the context of an existing custom or standard Salesforce object's record. When you import a supported file, this process indexes a file and creates a new document with one or more pages. You can do one of the following:
- browse to a file location on your mobile device and select a file to import
- capture a new image from the mobile device's camera
Once you provide the necessary information required to provide context to the files (keyword values or metadata), you can import the document into OnBase.
To import a document:
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Log on to the Salesforce mobile app and navigate to the Salesforce record
detail page where OnBase Integration for Salesforce has been added.
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From the Capture window that opens, tap
Upload to start importing documents.
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To add more files to the import, from the Import one or more files window, tap Add files.
Note:
- On Android, the file browser allows selecting only one document at a time.
- Single Document Import mode imports files as documents with multiple pages while Multiple Document Import mode imports each file as one document.
Tip:To add multiple image files as different pages to a document and import them, on the Import one or more files window, tap the Single Document Import mode slider. This slider is automatically enabled if you are importing image files, else the slider appears disabled.
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After you have modified the fields, in the document capture window, tap Upload.
The files are imported.Note: If you are not allowed to import a file, the Upload button appears disabled.