Creating the Process Format Name - 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 Client module, select Processing | COLD Configuration | Visual COLD.
    Note:

    In order for the COLD Configuration menu option to be visible, the user must be a member of a User Group that has the Process Configuration Configuration Right. For more information, see the System Administration documentation.

    The Visual COLD Configuration window is displayed. This window displays the COLD file as it appears when printed. Viewing the file in this way allows for easy identification of ID Strings, Keyword Types, etc. during configuration.
    This window is divided into three sections. The upper-left section contains a tree-like structure with branches that display the configuration information for the COLD Process Formats. Each node on the tree, representing parameters of the COLD Process Format, expands and collapses. The lower-left section is used to display the results of any test runs of the COLD Process Formats. The right section gives the visual representation of every page from the selected COLD file. All three windows comprise the Visual COLD Configuration window.
  2. Right-click in the upper left section of the Visual COLD Configuration window and select Add New COLD Process. A new main branch is automatically added to the window.
  3. Type the desired name for the new Process Format.
    Note:

    The name of each new Process Format must be unique.