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Document Imaging: Introduction

SECTION 1: Introduction

01 Introduction 2 m

SECTION 2: Configuration

02 Setting Up a Scan Queue 3 m
03 Registering the Workstation 1 m

SECTION 3: Demonstration

04 Sweeping in the OnBase Client 4 m
05 Indexing in the OnBase Client 3 m
06 Sweeping in the Unity Client 6 m
07 Activity: Options Panel in Scanning Pane
08 Indexing in the Unity Client 4 m
09 Activity: Options Panel in Batch Processing Layout

SECTION 4: Scanning

10 Scan Format 4 m

SECTION 5: Improving End User Experience & Efficiency

11 Document Type Selection 3 m
12 Setting a Default Directory 4 m
13 Auto-Name Batches 2 m
14 Keep Zoom Region 3 m
15 Requiring Keywords 3 m
16 Document Date Label 2 m
17 Interactive Data Capture 7 m
18 Unity Indexing Panel 4 m
19 Threshold Notifications 2 m
20 Opening Upon Startup in the OnBase Client 2 m
21 Customizing the Toolbar in the OnBase Client 3 m
22 Utilizing Personal Pages in the Unity Client 2 m
23 Conclusion 1 m

SECTION 6: Final Assessment (Earn 80% or higher to earn credit)

24 Final Assessment

Document Imaging: Introduction is designed to help you become more efficient with scanning and indexing documents into your OnBase system. When scanning in large volumes of documents, every second is critical to your solution's success and this course will alert you to opportunities that will save your organization valuable time and money.

  • Premium
  • P1535
  • Beginner
  • 1 hr 2 mins
  • Available with Premium Subscription

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There are no prerequisites for this course.
Topics Covered
  • Configuring a New Scan Queue
  • Indexing after Sweeping
  • Setting Enter Key Actions
  • Showing Descriptions on Keyword Options
  • Detaching the Indexing Panel
  • Setting Warning Levels
  • Selecting a Notification Recipient Email Address for Warnings
  • Increasing Toolbar Size in the OnBase Client
Learning Paths with This Course