OnBase: Importing a Document

Tags onbase

There are two ways you can import a document: you can browse for a digital file already on your computer or you can scan a file in using a local scanner. Either way you will, need to click on the Import icon.

Unity client screen

Once you do that, then you will be in a new tab where you can choose browse or acquire.

Unity client screen

You will notice in the example above, that acquire is greyed out.  That means that OnBase does not recognize that there is a scanner attached or the scanner is not currently powered on.  If you have a scanner attached but acquire is greyed out, you will need to contact the Service Desk at 901.448.2222 to figure out if you need to download software for your scanner.

If you need to import a document already on your pc, click browse and it will open file explorer for you.

Unity client screen

You can then browse to the folders and files you need and select the document. Once selected, you can then start categorizing the document and filling in the keywords. Remember that this is what you will use to look the document back up in OnBase: the more information is there, the easier it will be to find later.

Unity client screen

You must click on the acquire button in order to scan a document into OnBase. Once you do, it will ask you to select which scanner you want.

Unity client screen

When you select it, it will then automatically bring up your scanner’s software.

Unity client screen

You will then fill out all of the information to bring the document into OnBase. Once a document has been imported, it will become available to all users of your group.