How to scan and upload a document

  1. From the Xerox device home screen, open Scanning App for OnBase.
  2. When the app opens, you will be presented with the login screen.
  3. Enter your credentials and sign in.
  4. Once signed in, your list of Scan Queues will appear.
    NOTE: If there are more than 10 Scan Queues linked to your account, a search bar will appear at the top of the screen.
  5. Select a Scan Queue and touch OK.
  6. The Scan screen will appear.
  7. You can change the scan queue, enter a custom filename, and/or modify the scan settings.
  8. Once you’re ready to scan and upload the document, select Scan.
  9. Once the scan and upload are complete, the app will display a confirmation screen. At this point, the document has been added to the Scan Queue and you can continue your workflow in Hyland OnBase on a PC.