28.08.2023

File upload on Speed

OnBase is in many ways an impressive platform with a wide range of features. But you're probably familiar with the frustration when you have to manually upload multiple documents. One document at a time. When the next document needs to be uploaded, you have to enter the CPR number, case number, and similar information again.

CSR

The more documents you have, the greater the frustration, and it can eventually affect the quality of the important work of adding the right keywords to the documents. That frustration is now a thing of the past, thanks to Nobly’s new Multi-Upload tool, developed in collaboration with Velliv.

The solution includes several built-in quality assurance features that make it easy to archive documents with the correct and relevant keywords. This ensures that the work is done right the first time.

Efficient Document Management Without Difficulty

Once you have specified the types of documents involved, Nobly’s Multi-Upload tool will automatically display all the common keywords for these document types, including the mandatory ones. For example, if you have received five damage photos, a driver’s license photo, and a copy of a police report, you only need to enter the CPR number and case number once. The system will then automatically add these keywords to all the selected documents, whether there are two, ten, or 30 documents/images, while still allowing for individual exceptions. This makes it quick and easy to work with metadata on all documents in a single workflow.

When you’re done, simply press the “Upload” button, and all documents, including keywords, are now saved in OnBase. They are easy to find for you and your colleagues, saving a significant amount of time! It is not uncommon for users to save between 50-70% of their time on the task by using this module instead of doing it one by one.

Save Time and Increase Efficiency

The keywords in the solution are linked to the keywords already used in OnBase. This assumes that customers are already using Nobly’s API. This means that values can be automatically viewed, and additional information can be added to the document when a keyword is selected.

The solution is installed locally for OnBase users who typically work with file uploads in OnBase. It can be easily and quickly customized to the individual’s needs in terms of categorization and adding keywords to the documents.

Prepare to step into a new era of efficient file management and optimize your workflow with our innovative upload solution. Participants at this year’s Nobly Talks were introduced to this solution and were enthusiastic.

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