Auto-Name - Administration Portal - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/Administration-Portal/Foundation-23.1/Administration-Portal/Administration-Best-Practices/Document-Types/Auto-Name - 2023-09-11

Administration Portal

Platform
OnBase
Product
Administration Portal
Release
Foundation 23.1
License
Premier
Standard
Essential

It is considered a best practice to customize Document Type Auto-Name strings. By default, Document Type Auto-Name strings appear as Document Type - Document Date. When customizing Auto-Name strings, include Keyword Types that will be most relevant to users. Do not include potentially sensitive information, such as Social Security Numbers, in Auto-Name strings, since this information will be visible to users viewing a list of documents from a Document Search Results list, regardless of whether they have viewing rights to the documents. For example, the members of a user group with rights to a Custom Query cannot open documents belonging to Document Types that they do not have viewing rights to, but are able to view the list of documents and their Auto-Name strings in the Document Search Results list.