Issue/Symptom/Question

How can I setup my scanner to scan documents directly into OnBase?

Applies To

OnBase Unity Client

AP Routing

Resolution/Fix/Answer

1. Click Batch Scanning in the Unity Client 'Home' Tab
   
   
2. Click on Manage Scan Formats in the 'Capture' Tab
   
   
3. Create a new Scan Format if it’s not already there.  
   
   
4. Give the new scan format a name and select the scan source you are scanning from: This will be the Scanner/Driver Name
   
5. When you are finished Click ‘OK’ after selecting the new 'Scan Format'
   
   
6. You may being Scanning once you define a scan source through the 'Scan' Function and there is a valid Scan Source.