The Publish Mappings tab allows you to map source OnBase document types to publish OnBase document types. This allows the clerk to control which document types are available for full-text cataloging and public searching.
To map source documents to publish documents:
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Select the Publish Mappings tab.
- In the Source Document Type panel, select a document type or group from the drop-down list. You can use the default of All, but if you want to narrow your search, you may want to select a specific group or document type.
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Select the document type you want to use as your source from the list.
Note:
If you want to add a default publish mapping as your source, select the Any Document Type check box. Essentially, if a source/publish mapping does not exist for a current document, then default mapping is used. This displays as Any Document type (Default) in the Publish Mapping panel. Once you have used this option, it is disabled and may not be used again for this meeting type.
- In the Publish Document Type panel, select a document type or group from the drop-down list. You can use the default of All, but if you want to narrow your search, you may want to select a specific group or document type.
- Select the document type you want to use as your published document type from the list.
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Click the Add Publish Mapping icon to add the mapping to the Publish Mapping panel.
Note:
This icon is not enabled until you have selected both a source document type and a publish document type from the lists.
The mapped documents display in the Publish Mapping panel in alphabetical order.
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If you need to remove a document mapping, select the mapped documents you want to remove from the Publish Mapping panel, and then click the Remove Publish Mapping icon.
The mapping is removed and the document types are placed into their respective panels.