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-, ISIS®- or Kofax®-compliant scanner. Production imaging licenses for Kofax and ISIS scanning are for high volume scanning, are not page limited and both include TWAIN scanning. Desktop TWAIN-only scanning licenses are also available with different volume page levels. 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, grayscale or color documents. Prior to scanning, users assign a scan format to a scan queue. Scan formats are user configurable and contain the following information about scanner settings:

• File formats - Group IV TIFF, JPEG, BMP, etc

• Document setup - document separation, simplex/duplex, duplex emulation

• Image cleanup

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 Adrenaline® barcode recognition, enabling documents to auto-index while being scanned. A variety of barcode types are supported. Batches of documents can also be indexed by keying from image.

Scanned documents that are not auto-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. Auto-Fill Keyword Sets are a unique feature that enables users to enter a unique primary keyword and have the rest of the related keyword values automatically filled. After indexing, documents are ready for further processing. Additional options include double-blind indexing, re-indexing and OCR prior to final archive. Automated processes like OCR, directory sweeps and batch commits can be run ad hoc or scheduled to run as needed.

Archived documents are viewed, printed and faxed through the OnBase Client. The OnBase image viewer allows users to zoom, rotate, invert, sharpen, and fit to width. They can also pan through an image, change page order, and use thumbnails to navigate a multi-page document. 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 stored as COLD/ERM, image, or application documents.

OnBase Document Imaging benefits any business that deals with paper documents that need to be stored for online access or permanent archival. 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 capture products as Kofax Ascent Capture®, OCR for AnyDoc®, Verity TeleForm®, ReadSoft® DOCUMENTS and Captiva Input Accel®. These integrations enable customers to use best-of-breed technologies in order to effectively and accurately capture information within their organizations and develop a solution that best fits their requirements.

OnBase OCR
OnBase Batch OCR, works in conjunction with the Document Imaging to perform full-page OCR on document images. OCR can be performed on bi-tonal, grayscale and color images. This additional capability allows text searching of image documents, to locate specific information within a document or for locating a particular document based on text content.

Image Segment Archiver
This is an add-on license to OnBase Document Imaging, that gives additional capability of splitting up consolidated documents into individual image documents. Documents like healthcare EOBs or consolidated invoices are indexed and archived as entire documents. Then they can be manually segmented into individual items, keeping header and footer information from the original page and combining that with the segment the user selects to create each new document. These new documents are more appropriate when your users need to retrieve or share specific 'segments' of the original documents.

Core Features

• Integrates seamlessly with other OnBase modules

• Reduces storage and retrieval costs

• Increases employee productivity by providing fast, easy access to information

• Scan at one station, archive at multiple stations

• Kofax®-, ISIS®-, and TWAIN-compliant

• Configurable scan formats

• Batch management

• Barcode recognition enables automated indexing

• Image cleanup

• Rotate on scan and Flip X and Flip Y

• Accelerated indexing with Auto-Fill 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

• Zooming, sizing and fit-to-window

• Pan window and thumbnail images

• Change page order

• Copy page to other image documents and to clipboard

• Save As functionality

• Staple document to other documents

• Cross-reference to related documents