Assigning Document Types - COLD/ERM - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/COLD/ERM/Foundation-24.1/COLD/ERM/Configuration/Visual-COLD-Process-Format-Configuration/Assigning-Document-Types - 2024-08-01

COLD/ERM
Platform
OnBase
Product
COLD/ERM
Release
Foundation 24.1
License
Premier
Standard
Essential

All Document Types that will be processed must be identified.

  1. Select the Document Types branch and right-click.
  2. Select Assign Document Type. The Select Document Type dialog box is displayed.
  3. Select the desired Document Type(s) and click Apply.
    The selected Document Type is displayed as a new branch in the Visual PDF Configuration window. Multiple selected Document Types will be sorted alphabetically.