The Document Type(s) dialog box is displayed:
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Select the Document Types to search when retrieving OnBase documents through the line-of-business application. If you want to display all documents related to a screen, select all the Document Types that a user could possibly need from this screen. If you want to display only documents most relevant to a screen, select only the Document Types that most closely relate to the screen. Cross-referencing can be used to find other less closely related documents. Hold down the Ctrl key while selecting Document Types to select multiple Document Types that are not consecutively listed. Hold down the Shift key while selecting Document Types to select multiple Document Types that are consecutively listed.
Note:
A Document Type is not required if you are configuring Healthcare Module Keyword Types or WorkView attributes.
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Select one or multiple (using the Ctrl or Shift keys) Document Types from the Available list and click Add to add them to the Selected list. To add all Document Types, click Add All.
To remove one or multiple (using the Ctrl or Shift keys) Document Types from the Selected list, select the Document Type(s) and click Remove. To remove all Document Types, click Remove All.
- To filter available Document Types by Document Type Group, select a Document Type Group from the Filter By drop-down list.
- Click Next to continue.