Adding a New Tool - 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

To configure a new tool in the Client module:

  1. Select User | Add / Modify Tool Item. The Add Tools dialog box displays.
  2. Enter the name of the tool (usually a program) in the text field below the Current Tools box. This name will appear in the User menu below the Add / Modify Tool Item menu option. Users choose the tool name to open the corresponding program.
    Note:

    A maximum of 15 tools can be added.

  3. To designate a character in the Tool name function as a hot key, precede it with an ampersand (&). For example, a tool named Excel uses x as a hot key. Depending on your windows settings, the hot key may or may not be underlined.
  4. In the Command Line field, enter the full path to the program to be launched. If a partial path is entered the message Unable to execute name of file. Path not found appears when you attempt to call the tool.
  5. The Command Line Parameters field allows you to add parameters to the command line. %D allows you to open a document in the Client module and click on the tool from the User menu. %L specifies a common user name and password between the Client module and another program that requires a logon definition.
  6. Enter the directory of the program in the Working Directory field. If the location of the program is the same for the working directory as it is in the Command Line field, you do not have to type in the location for this field.
  7. Click Save.

The Current Tools box lists all tools configured for this workstation. To modify an existing tool, select it from the list and modify the tool fields.