Modifying Form Configuration Options for a Document Type - Advanced Capture - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential

Advanced Capture
Platform
OnBase
Product
Advanced Capture
Release
Foundation 23.1
License
Premier
Standard
Essential

While reviewing information in the Form Configuration panel, you can access and modify the existing configuration options set for your Advanced Capture forms according to Document Type.

To modify the form configuration options set for a Document Type:

  1. In the Form Configuration panel, expand the All Document Types list in the tree view.
  2. Double-click the Document Type whose configuration options you wish to modify. The <Document Type> dialog box is displayed, with the Advanced Capture forms associated with the Document Type displayed in order of preference in the Form Identification Search Order list.
  3. To add an available form to the list, select this form from the drop-down list and click Add.
  4. To remove a form from the list, select this form in the list and click Remove.
  5. To change a form's precedence order (i.e., to change the order in which the form is compared to a document in search of a match, with respect to the other configured forms in the list), select this form in the list and click Move Up or Move Down, as appropriate.
  6. To change a form's default status, select this form in the list and click Toggle Default. When a form is configured as a default form for matching documents belonging to the associated Document Type, [DEFAULT] is appended to the form's name in the list.
  7. To save your configuration modifications to the forms associated with the Document Type, click Save.
  8. To cancel your configuration modifications, click Cancel.

For more information on configuring Advanced Capture forms, see Defining Advanced Capture Forms.