Modifying Workstation Options: The Document Import Tab - Client - English - Foundation 22.1 - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential

Client

Platform
OnBase
Product
Client
Release
Foundation 22.1
License
Premier
Standard
Essential

The Document Import tab in the Workstation Options affects the Import function.

  1. In the OnBase Client module, select User | Workstation Options.
  2. Click the Document Import tab.

The following table describes the Document Import Workstation Options.

Option

Description

Do Not Close Dialog After Import

Keeps the Import Document dialog box open after a document import.

Note:

This option does not apply to import operations triggered by dragging and dropping a file into the OnBase Client.

Open File Browse Automatically

When the Import Document dialog box displays, the Browse option for the Full Path to File field opens automatically when importing a document.

Note:

This option does not apply to import operations triggered by dragging and dropping a file into the OnBase Client.

Clear the File Path After Import

Clears the Full Path to File field after a document import.

Note:

This setting is respected only if Do Not Close Dialog After Import is selected.

Clear the Document Type After Import

Clears the Document Type drop-down list after a document import.

Note:

This setting is respected only if Do Not Close Dialog After Import is selected.

Clear the File Type After Import

Clears the File Type drop-down list after a document import.

Note:

This setting is respected only if Do Not Close Dialog After Import is selected.

Clear the Keywords After Import

Clears the Keyword Type fields after a document import.

Check the File Delete Box Automatically

Selects the Delete File After Import check box in the Import Document dialog box by default.

CAUTION:

Before selecting this option, be sure documents that will be imported are not needed by other users or processes.

Check Initiate Workflow Box Automatically

Selects the Initiate Workflow check box by default.

Note:

Depending on your system's configuration, the Initiate Workflow check box may not be visible when importing documents. If the Initiate Workflow check box is not available on your workstation, the Check Initiate Workflow Box Automatically setting has no functionality within your OnBase system.

Default File Path

Enter the default path for imported documents. When the user clicks Browse, this location displays automatically.