COLD Document Type 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

Upon import into OnBase, documents are assigned to a Document Type.

In order to allow documents imported via the COLD process format to be assigned to a Document Type, the Document Type must first be assigned to the COLD process format. Documents cannot be assigned to Document Types that have not been assigned to the COLD process format.

To assign a Document Type to the process format:

  1. From the OnBase Configuration module, click Import | COLD/ERM Processor. The COLD Processor Configuration dialog box is displayed.
  2. Select the process format to be configured and click Document Types. The Assign Document Types dialog box is displayed.
  3. Select the Document Type that is to be assigned to the process format from the Available list and click Add>>. The selected Document Type is moved to the Selected list.
    To remove a Document Type from the process format, select it in the Selected list and click <<Remove. The selected Document Type is moved to the Available list.
  4. Repeat Step 3 as necessary to assign all desired Document Types to the process format.
  5. When all desired documents have been assigned to the process format, click Close.
    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.