AFP Document Type Configuration - AFP Input Filter - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Essential - Premier - Standard

AFP Input Filter
Platform
OnBase
Product
AFP Input Filter
Release
Foundation 24.1
License
Essential
Premier
Standard

Upon import into OnBase, documents are assigned to a Document Type.

In order to allow documents imported via the AFP process format to be assigned to a Document Type, the Document Type must first be assigned to the AFP process format. Documents cannot be assigned to Document Types that have not been assigned to the AFP process format.

To assign a Document Type to the process format:

  1. From the OnBase Configuration module, click Import | AFP Input Filter Processor. The AFP Processor Configuration dialog box is displayed.
  2. Select the process format to be configured and click Document Types. The Assign Document Types dialog box is displayed.
  3. Select the Document Type that is to be assigned to the process format from the Available list and click Add>>. The selected Document Type is moved to the Selected list.
    To remove a Document Type from the process format, select it in the Selected list and click <<Remove. The selected Document Type is moved to the Available list.
  4. Repeat Step 3 as necessary to assign all desired Document Types to the process format.
  5. When all desired documents have been assigned to the process format, click Close.