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Indexing

Indexing

1. Login to Onbase Client
2. Go to “Processing” at top of page
3. Select “Scan/ Index”
4. Click on “Awaiting Index”
5. Right click on batch #
6. Select “Index Documents”
7. Select document type
8. Populate all fields if not auto- populated when entering M#
9. Click index icon
10. If there is more than one page attached for the same student document, click on the lock icon next to M# to populate all information for congruent pages, then click append
11. Repeat for each student document
12. Once all pages are indexed, click ok.
13. Initial and date the scanning form.