OnBase Document Imaging

There's more to OnBase® than COLD processing!

OnBase Document Imaging
 
OnBase Document Imaging enables paper-centric documents to be captured and stored in electronic format. By converting paper documents to images, OnBase reduces physical storage costs, enables documents to be electronically utilized and shared, and results in faster retrieval of information.

Document Imaging is the process of taking source (paper) documents, such as contracts, loan applications, correspondence, etc., and creating electronic images through scanning. Scanning documents is accomplished with any TWAIN or Kofax™ compliant scanner. Documents are scanned (individually or in large batches) into user-defined queues. The documents are then indexed and archived in OnBase. OnBase’s client/server architecture allows users to scan to a queue at one workstation and archive those same documents from multiple workstations. Archived documents are accessible through the OnBase Client.

Application

Source documents are scanned into queues as black and white, gray scale or color documents. Prior to scanning, users assign a scan format to a scan queue. Scan formats are user configurable and contain information about scanner settings:

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Paper size, contrast, etc.
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File formats - Group IV TIFF, JPEG, BMP, PCX and hundreds more.
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Document setup - duplex emulation, rotate on scan, etc.
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Indexing information.

Formats retain specific settings for different types of source documents, making scanning faster and easier. After selecting a scan format, a user scans documents into the scan queue to be verified and identified.

Indexing documents is accomplished in different ways. OnBase supports Kofax barcode recognition, enabling documents to auto-index while being scanned. A variety of barcode types are supported. Interactive scan is a capability of OnBase that allows users to manually index each document after it has been scanned. A group of documents can be indexed into the system through the process of batch indexing.

Scanned documents, that are not indexed, reside in the Awaiting Index queue. From this queue, documents are viewed with the OnBase image viewer and indexed while on screen. Users can skip images, delete images, or create multiple page documents with simple point and click or drag and drop functionality that reduces redundancies. Key word sets are a unique feature that enable users to enter a unique keyword and have the rest of the keywords automatically fill-in. After indexing, documents are ready for further action. They can either be OCR'd or archived, depending on specifications set in the scan queue.

Archived documents are viewed, printed, and faxed through the OnBase Client. While viewing image documents, OnBase can zoom in, zoom out, rotate, invert, sharpen, fit to window, copy to clipboard, save as, change page order, pan through the image, mail image to another user, and append user defined annotations. OnBase allows users to "grab" a page from an image document and copy it into another image document. This unique architecture enables OnBase's powerful cross-reference, which is the ability to double click on an image and automatically retrieve/view all related information whether it is COLD, image, or application documents.

OnBase Document Imaging benefits any business that deals with paper documents that need to be stored for on-line access or permanent archival. Many such companies will have large storage areas for documents, such as file cabinet rooms, storage vaults or off-site warehouses. Most source document images come into a company from external sources or customers. The documents usually need to be stored for research, legal purposes, or customer service needs. OnBase Document Imaging eliminates the need for large storage areas and provides long-term, easily accessible storage of documents.

In order to provide a wide range of scanning functionality beyond the robust functionality offered within the existing OnBase Document Imaging module, OnBase also provides seamless integrations with such forms products as Kofax Ascent Capture, MTi OCR for Forms, Cardiff TeleForm, ReadSoft Eyes & Hands, and ActionPoint Input Accel. These integrations enable customers to use best-breed technologies in order to effectively and accurately capture information within their organizations and develop a solution that best fits their requirements.

Core Features

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Integrates seamlessly with other OnBase modules.
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Reduces storage and retrieval costs.
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Increases employee productivity by providing fast, easy access to information.
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KofaxTM and TWAIN compliant.
* Scan at one station, archive at multiple stations.
* Scan formats and named batches.
* Bar Code Extraction enables automatic indexing.
* Deskew, despeckle, sharpen, blend and invert.
* Rotate on scan and Flip X and Flip Y.
* Accelerated indexing with AutoFill Keyword Sets.
* Multiple file format support.
* Duplex emulation.
* Sweep directories.
* Rotate documents and save rotation.
* Double blind indexing.
* Drag scanned documents into existing image documents.
* Zoom in, zoom out, size 1:1, and pan window.
* Fit to window and thumbnail images.
* Change page order.
* Copy page to other image documents and to clipboard.
* Save As.
* Staple document to other documents.
* Cross-reference to related documents.

 

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