Scanning into DuckDocs (OnBase) using Unity

Overview

This article will guide users through the process of scanning documents into the DuckDocs (OnBase) database using the Unity client.

Prerequisites

  • Access to the OnBase Unity client which includes set up of a configured scanner.

Process

Open the OnBase Unity Client and select Import.

From the Unity Home tab, select Import to proceed

On the next screen, you can select either the Browse or Acquire methods to bring files into OnBase.

Select the Browse or Acquire buttons to scan documents: Browse will look at your file system and Acquire will scan via a scanner or connected webcam

  • If Browse is selected, users can submit a file that is within their computer’s file system and any connected network drives
    • Alternatively, users can, drag and drop a document from their computer’s file system into the Preview section of the screen.
  • If Acquire is selected, you will be able to scan your documents, using a scanner or a connected webcam, directly into OnBase.

Once a file has entered into OnBase, it will need to be assigned to a few menus and keywords before the Import button is available.

Select the Document Type Group, Document Type, and enter any information in the Keywords section in order to Import into OnBase

Select the appropriate Document Type Group and Document Type then enter any information in the Keywords section in order to Import into OnBase.

Keyword values will be used to retrieve the document in a search. Fields labeled with red text are required keywords; the document cannot be indexed without these values.

If the file is not oriented correctly, the Rotate Left and Rotate Right buttons are available to do so.

If it is necessary, select the Rotate Left or Rotate Right buttons to orient the file before selecting Import

Once Import has been selected, the file is now ready for indexing and storage.

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Details

Article ID: 84208
Created
Thu 8/1/19 9:35 AM
Modified
Wed 4/3/24 9:18 AM

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