Capturing Excellence
How to you get to the drag n drop option
Hamburger Menu > Document Import
This is metadata associated with documents in the system that can be used for retrieval, reporting and processing automation
Keyword
After entering the ID Number during indexing, I have to hit this for the keywords to populate
TAB
What are the 2 searching options in OnBase
Custom Query & Retrieval
What is Ad Hoc Import
Ad Hoc is one document at a time and requires linking at the time of import.
This function in OnBase allows users to see the past events on the document
Document History
This is what you use if you are indexing and you do not know the ID Number
What is the Reverse Lookup?
In custom query results, dragging a column header to the top of the search box will do this?
Group by that column header
What is Sweep Import
Used only in Unity Client to capture a batch of documents at one time
What document File Type will annotations work on?
Image File Types (TIF, PNG, etc.)
How do you generate a CSV file of custom query results?
Right Click > Generate CSV
Searching in a custom query, what symbol needs added to do a fuzzy search?
Asterisks *
What screens can you view/capture documents from Colleague?
VENI & VOUI
You can get to any document action with this button
Right-Click
This is the difference between the Keyword Panel and the Re-index Panel
What is changing the Document Type?
In both Keyword Panel and Re-Index Panel you can change Keywords; but you can only change the Doc Type in Re-Index. Additionally, if you want to use the AutoFill, that can only be done from Re-Index.
Where and how do I search on a keyword date range?
Retrieval, double-click the keyword and add multiple values using greater than or less than.