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Document Import Processor (DIP): Introduction

SECTION 1: Course Instruction

01 Introduction to Document Import Processor 2 m
02 How documents are generated 2 m
03 How does DIP Work 1 m
04 How does DIP interpret the index file 2 m
05 Benefits and conclusion 1 m

SECTION 2: Types of DIP Processes

06 Tagged DIP 12 m
07 Ordered DIP 10 m

SECTION 3: DIP Options

08 Processing multiple documents into one DIP process 7 m
09 Sending a DIP Batch to a Scan Queue 3 m
10 Scheduling 6 m

SECTION 4: Troubleshooting

11 Troubleshooting Tips 5 m
12 Conclusion 2 m

SECTION 2: Final Assessment (Earn 80% or higher to earn credit)

13 Final Assessment

Further Learning

14 Try the Document Import Processor (DIP) Hands-On Lab

Document Import Processor, or DIP, enables your organization to import multiple electronic file types into OnBase, along with their associated keyword values, which are provided in an Index file. This course provides valuable information around DIP basic functionality along with step-by-step instruction for configuring and running various DIP processes. You'll learn about Tagged and Ordered Index files, how to configure and schedule a DIP process, and learn some troubleshooting tips.

  • OnBase
  • eLearning
  • P1514
  • Intermediate
  • 53 mins
  • Available with Premium Subscription

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There are no prerequisites for this course.
Topics Covered
  • Automatic importing and indexing
  • High speed and high volume importing of documents
  • Reading an index file
  • Determining delimiters and separators
  • Field Order
  • Outsourced Scanning
  • Leveraging investments in existing systems
  • Conversions or migrations
  • Creating a new import process
  • Importing into the OnBase Client