Applications - AutoFill Keyword Sets - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

AutoFill Keyword Sets

Platform
OnBase
Product
AutoFill Keyword Sets
Release
Foundation 23.1
License
Standard
Essential
Premier

AutoFill Keyword Sets can be implemented for any Document Type that contains multiple related Keyword Types, and is especially useful for organizations that index large volumes of documents. For example, consider an organization that indexes a large volume of loan documents with customer information such as social security number, name, address, and telephone number. OnBase is set up with an AutoFill Keyword Set containing all of those items as Keyword Types, and the social security number as the Primary Keyword Type. When indexing, each time an operator enters the social security number value, the corresponding name, address, and telephone number values are populated from the AutoFill Keyword Set.