Process Configuration - COLD/ERM - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

COLD/ERM
Platform
OnBase
Product
COLD/ERM
Release
Foundation 23.1
License
Standard
Essential
Premier

To configure a Printset process:

  1. In the Configuration module, select Import | Filtered COLD | PRINTSET Records. The PRINTSET Process Configuration dialog box is displayed.
  2. Type the name of a new format in the data entry field and click Create. Alternatively, select an existing Printset process format to work with from the PRINTSET Process Name list.
  3. Once the process format is created or selected, work with the buttons on the right side of the dialog box to further configure the process format. For a new format, it is advisable to start with Settings and then perform any required Font Mapping. For more information, see Process Settings Configuration.
    Each time the Printset processor's configuration is changed, those changes are immediately available in the Client module. The following two exceptions apply:

    • If a new Document Type is added, the Client module must be re-launched to see the change.

    • The Printset queue will need to be closed and re-opened to see any changes.

    Note:

    The Delete button can be used to remove a Printset process from this dialog box, resulting in its removal from the Printset Queue window as well.

  4. When all configuration parameters have been defined, click Close.