Document Imaging for the Unity Client
Batch Scanning & Indexing
OnBase 12 Quick Reference Guide
Scanning a Batch (continued)
Getting Started
3. Specify the scan mode of the batch to be scanned:
1. To launch the Unity Client, double-click the Unity
Client icon on the workstation’s desktop. The logon
dialog box is displayed.
2. Enter your OnBase user name and password. If
multiple data sources are available, you must also
select the appropriate data source from the drop-down
list.
3. Click Login to log on. Once the Application Server you
are connecting to is finished initializing, the Unity
Client window is displayed.
Note: The Application Server you are connecting to may
take a few minutes to initialize.
• No Index: No default Document Type or Keyword
data is manually assigned to the documents before
they are scanned. After scanning, the batch is
routed for manual indexing.
• Pre-Index: Default Document Type and Keyword
data are specified before scanning. After scanning,
the batch is routed for additional manual indexing.
• Full Index: Default Document Type and Keyword
data are specified before scanning. After scanning,
batches are treated as fully indexed and are not
routed for manual indexing.
4. If you are scanning in Pre-Index or Full Index mode,
select a Document Type from the drop-down list and
enter any desired Keyword Values.
Accessing the Batch Scanning Layout
1. From the Unity Client window, click the Batch
Scanning button in the Imaging ribbon group.
2. The Batch Scanning layout is displayed.
5. Load pages in the scanner and click the Scan button.
6. If prompted, enter a name for the batch and click OK.
7. If the scanner’s interface is displayed, modify scanner
options as desired and click Scan.
8. When scanning is complete, the Scanning complete
dialog box is displayed.
Scanning a Batch
1. From the list of available scan queues on the right,
select the scan queue you would like to use to scan the
batch.
2. From the Scan Format drop-down list on the left,
select the scan format you would like to use to scan
the batch.
©2013
9. Select the next desired action (e.g,. scan more pages,
scan a new document, delete, etc.). When you are
done scanning, the batch is automatically routed to
the next configured batch status queue.
Hyland Software, Inc.
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Document Imaging for the Unity Client
OnBase 12
Accessing the Batch Indexing Layout
Indexing a Batch (continued)
1. From the Unity Client window, click the Batch
Indexing button in the Imaging ribbon group.
5. To navigate among the documents in the batch, either
select a document from the Documents pane or use
the navigation buttons in the Indexing pane.
6. Select a Document Type from the drop-down list and
enter any desired Keyword Values.
7. When you are finished entering Keyword Values for the
current document, click the Index button. The
document is marked as indexed, with a check mark
next to it in the Documents pane.
2. The Batch Indexing layout is displayed.
8. The next unindexed document in the batch is displayed
in the Document Viewer. Do one of the following:
Indexing a Batch
• To index the document, repeat steps 6-7.
• To skip the document, click the Skip Document
button. The document will be marked as skipped in
the Documents pane.
1. From the Batch Indexing layout, view the batches to
be indexed by doing one of the following:
• In the bottom pane, double-click the scan queue
that the batch you wish to index is associated with.
• In the Filter by Status task pane, click the
Awaiting Index or Index in Progress button
(depending on where the batch you wish to index
resides).
• To append the document to the previously-indexed
document, click the Append button. The document
will be marked as appended in the Documents
pane.
2. Select the batch you wish to index.
3. Either click the Start Indexing button in the Indexing
ribbon group or right-click on the batch and select
Index Documents.
4. The Indexing and Documents panes are displayed,
and the first page of the first unindexed document is
displayed in the Document Viewer.
• To delete the document, click the Delete Document
button. The document will be marked as deleted in
the Documents pane.
9. Once all documents in the batch have been indexed,
the batch is routed to the next configured batch status
queue.
©2013
Hyland Software, Inc.
Shortcut Key
Indexing Action
Alt+X / Alt+I
Indexes the document.
Alt+P
Appends the current document to the
previously-indexed document.
Alt+Y
Clears Keyword Values.
Alt+G
Deletes the page.
Alt+C
Deletes the document.
Alt+K
Skips the document during indexing.
Alt+Q
Stops indexing.
F6
Duplicates Keyword Type field.
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