Storing Redacted Documents in a Different Document Type than the Original Document - Automated Redaction - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Automated Redaction

Platform
OnBase
Product
Automated Redaction
Release
Foundation 22.1
License
Standard
Essential
Premier
Tip:

This method is considered the best practice for creating redacted versions of documents because of its increased security features.

  1. From the OnBase Configuration module, click Document | Document Types. The Document Types dialog box is displayed.
  2. Select the Document Type to be configured from the Document Type list.
  3. Click Redaction. The Redaction Options dialog box is displayed.
  4. Ensure that the Standard redaction method radio button is selected.
  5. Using the Document Type Group and Document Type drop-down lists, select the Document Type that the redacted document is to be assigned to.
    Note:

    If the Document Type that the original document belongs to is associated with one or more Multi-Instance Keyword Type Groups, the redacted document's Document Type must be associated with the same Multi-Instance Keyword Type Group(s) to ensure that the relationship among Keyword Values is retained

  6. Optional: To delete the original, unredacted document once the redacted document is created, select the Delete Original Document check box.
  7. Click Save.