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