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

COLD/ERM

Platform
OnBase
Product
COLD/ERM
Release
Foundation 23.1
License
Standard
Premier
Essential
  1. In the Configuration module, select Import | COLD/ERM Processor. The COLD Processor Configuration dialog box is displayed.
  2. Select a process format from the COLD Processing Format list and click Document Files. The Process File Configuration for: [process format] dialog box is displayed.
    Only those Document Types that were assigned to the COLD processing format will be displayed in this list.
  3. Select a Document Type to enable the Document File Name text box.
    CAUTION:

    Do not use the same Document Type in both a Document Fields process configuration and a Document Files process configuration. Failing to assign different document types may result in improper mapping to the Document Type, and process errors will result.

  4. Enter the Document File Name in the data entry field.
    Note:

    The name may include the standard ? and * wildcard characters if there are multiple files to be processed.

    Clear can be used to quickly remove any Document Type selections and associated file names currently input. Selecting Clear will disable the file name text box--it will not delete any Document Type selection. If you click on the Document Type that has a file associated with it, that file will display in the Document File Name box. Delete removes Document Type selections and associated file names that have been saved.
  5. Click Apply when finished.
  6. Select any other document types that have been assigned to the processor, and specify the file to be processed. Click Close when all files have been configured.