The Keyword Panel - Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Client

Platform
OnBase
Product
Client
Release
Foundation 23.1
License
Standard
Premier
Essential

Document and Keyword Type fields are displayed in the Keyword Panel of the Document Separation window. These fields are used to index the newly-created documents that are created from the original document.

Note:

Depending on your system's configuration, one or more Keyword Values may be displayed as read-only and/or a masked value.

Item

Description

Document Type Group

This drop-down is used to select the Document Type Group of the currently-selected document.

Document Type

This drop-down is used to select the Document Type of the currently-selected document.

Document Date

This field is used to determine the Document Date of the currently-selected document.

Click the calendar icon to display a calendar from which the date can be selected.

Keyword Types

The Keyword Type fields are displayed once a Document Type has been selected from the Document Type drop-down. Use the keyboard or the mouse to enter data into these fields.

Indexing information from the original document automatically populates fields in the Keyword Panel of new documents created from the original document. If necessary, this data can be modified or removed.

Note:

Keyword Values are only applied to the newly-created document(s) if the Keyword Type is associated with the new document's Document Type.