Configuring Abbreviations - Directory Import Processor - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Directory Import Processor

Directory Import Processor
Foundation 22.1

The Abbreviations tab allows you to configure abbreviation settings to automatically assign documents with the configured abbreviations to specific Document Types.

Abbreviations can be used with both Default Mappings and Subfolders. The >>Document Type Keyword Type for the Default Mapping or Subfolder must be configured in order to search for the Document Type at the appropriate directory name or file name level.

For example, a Default Mapping is configured for the Directory Import Processor process. The >>Document Type Keyword Type is configured for the Default Mapping using an Ordered - Filename Keyword Type mapping. An abbreviation of REC is configured and mapped to the Receipts Document Type. When the Directory Import Processor processes the directory, documents whose file names contain REC in the Keyword Type position specified are automatically assigned to the Receipts Document Type.

For more information on configuring Keyword Types for Default Mappings and Subfolders, see Configuring Fixed Keyword Mappings or Configuring Ordered Keyword Mappings.

If no match exists for a configured abbreviation, the Default Document Type of the Default Mapping or the Subfolder is used. For more information on Default Mappings and Subfolders, see Mapping Document Types and Keyword Types to Documents.

To configure an abbreviation:

  1. Select Import | Directory Import Processor. The Directory Import Processor Configuration dialog box is displayed.
  2. Click the Abbreviations tab. The Abbreviation Settings view is displayed.
  3. Enter an abbreviation for a document in the field below the Abbreviation column. For example, REC for Receipts.

    Configured abbreviations are case-sensitive.

  4. Select a Document Type from the drop-down list to the right of the field in which you entered your abbreviation.
  5. Click Add to add the abbreviation to the list.
  6. Repeat these steps to enter any additional abbreviations.