Usage - Web Client

Document Composition

Platform: OnBase
Product: Document Composition
Release: Foundation 24.1
License

Documentation Notice
Overview
About Document Composition
Applications
Licensing
Simplified Licensing
Legacy Licensing
Installation
Requirements
General Requirements
Hyland Desktop Host Requirements
Third-Party Software Requirements
Licensing
Load Balancing
Limitations
Upgrade Considerations
Pre-Installation
Installing Document Composition
Troubleshooting
Hyland Office Products Installers
Hyland Office Products Installers Overview
Deployment Options
Microsoft Office 2019 Support
Microsoft Office 365 Support
Microsoft Updates to Microsoft Outlook
Requirements
General Requirements
User Permissions
Client Machine
Installation Using ClickOnce
Installer Options
General Installation Options
Web Server Installation Steps
From a Shared Folder Installation Steps
Manually Created Share Steps
Service Location and Deployment Configuration
Package-Specific Installation Steps
Template Builder
Excel Add-In
Office Add-In
Report Services
Outlook Integration
Integration for Microsoft Outlook 20XX
WorkView Integration for Outlook
PowerPoint Add-In
Word Add-In
Deployment Signing
Additional Installation
Remove Installed Prerequisites
Controlling the Installer from the Command Line
Updating or Adding a Deployment Instance
Removing a Deployed Application
Removing a Deployed Application Instance from Client Workstations
Removing a Deployed Application Instance from the Deployment Server
Completely Removing a Deployed Application
Installation Using the Standard (MSI) Installer
Standard Installer Requirements
Hyland Office Integration Installer
Hyland Office 2019 Integration Installer Modules
Installing the Hyland Office 2019 Integration
Changing the Language and Culture Settings
Change, Repair, or Remove an Installation
Controlling the Installer from the Command Line
Feature and Property Names
Feature Names
Installation Directory
Associated Properties
Outlook Integration Associated Properties
Property Names
SERVICE_LOCATION_DATA_SOURCE
SERVICE_LOCATION_DISPLAY_NAME
SERVICE_LOCATION_AUTHENTICATION_TYPE
SERVICE_LOCATION_SERVICE_PATH
OUTLOOKINTEGRATION_ADMIN_CONFIGURATION_FILE
OUTLOOKINTEGRATION_CREATE_FORMS
OUTLOOKINTEGRATION_ENABLE_IMPORT_FROM_FILE
OUTLOOKINTEGRATION_HELP_BUTTON_OPTION
OUTLOOKINTEGRATION_IMPORT_BUTTON_OPTION
OUTLOOKINTEGRATION_LAUNCH_CLIENT_OPTION
OUTLOOKINTEGRATION_READING_GROUPS_BUTTON
OUTLOOKINTEGRATION_RETRIEVAL_BUTTON_OPTION
OUTLOOKINTEGRATION_SHOW_IMAGING
OUTLOOKINTEGRATION_WORKFLOW_BUTTON_OPTION
OUTLOOKINTEGRATION_WORKFLOW_UPDATE_NOTIFICATION
OUTLOOKINTEGRATION_UPDATE_CLIENT_DEFAULT_OPTION
OUTLOOKINTEGRATION_USER_FOLDER_CONFIGURATION_OPTION
OUTLOOKINTEGRATION_USER_TOOLBAR_CONFIGURATION_OPTION
OUTLOOKINTEGRATION_AUTO_SELECT_ATTACHMENTS
OUTLOOKINTEGRATION_DOCUMENT_DATE_SENT_DATE
OUTLOOKINTEGRATION_KEEP_MESSAGES
OUTLOOKINTEGRATION_MOVE_MESSAGES
OUTLOOKINTEGRATION_MOVE_MESSAGE_LOCATION
OUTLOOKINTEGRATION_REMOVE_MESSAGES
OUTLOOKINTEGRATION_STORE_MESSAGE_MSG
OUTLOOKINTEGRATION_STORE_MESSAGE_SEPARATELY
OUTLOOKINTEGRATION_CLIENT_EXE_FILE_PATH
OUTLOOKINTEGRATION_EXE_COMMANDLINE_SWITCHES
Configuration
Before You Begin
Application Server Overview
Defining the Application Server
User Group Privileges
Log Privileges
Accessing the Template Builder
Template Groups and Templates
Creating Template Groups
Editing Template Groups
Deleting Template Groups
Creating Templates
Viewing and Editing Templates
Saving a Template Locked by Another User
Copying Templates
Moving Templates
Deleting Templates
Exporting and Importing
Configuring Template Options
General Settings
File Format Settings
Email Settings
Scripting Settings
Security Settings
Placeholders
Creating Placeholders
Configuring Advanced Condition Placeholders
Configuring an If Statement
Creating New Conditions
Creating a Child Condition
Creating a Sibling Condition
Moving and Deleting Conditions
Configuring Possible Advanced Condition Values
Saving an Advanced Condition
Configuring Database Query Placeholders
Creating Database Queries
Parameterized Queries
Configuring Date/Time Placeholders
Configuring E-Form Value Placeholders
Configuring Document Fragment Placeholders
Configuring HTML Prompt Placeholders
Configuring Keywords Placeholders
Configuring Properties Placeholders
Configuring Reporting Dashboards Placeholders
Configuring Unity Forms Placeholders
Configuring User Prompt Placeholders
Configuring Workflow Property Placeholders
Configuring WorkView Attributes Placeholders
Configuring WorkView Filter Placeholders
Configuring XML Query Placeholders
Inserting Placeholders
Inserting Blank Placeholders
Configuring Blank Placeholders
Inserting Existing Placeholders
Editing Placeholders
Configuring Edit During Preview
Configuring Display Style
Standard Display Style
Date Display Style
Custom Date Display Style
Currency Display Style
Custom Mask Display Style
Bar Code Display Style
Configuring Case Correction
Configuring Keyword Mapping
Configuring Keygroup Mapping
Configuring Required Placeholders
Configuring Conditions
Deleting Placeholders
Repeating Placeholders
Creating Repeating Placeholders
Configuring Repeating and Nested Multi-Instance Keyword Group Placeholders
Configuring Repeating and Nested XML Query Placeholders
Inserting a Repeating Placeholder or Nested Placeholder
Inserting a Repeating Placeholder
Inserting a Repeating Placeholder as a Table
Inserting a Nested Placeholder
Editing Repeating and Nested Placeholders
Editing Repeating XML Query Placeholders
Editing Nested Placeholders
Deleting Repeating and Nested Placeholders
Fragments
Creating Document Fragments
Editing Document Fragments
Deleting Document Fragments
Testing Templates
Testing a Template with a Source Document
Testing a Template with Source XML
Enterprise Document Composition Configuration
Configuring Templates for Use with Enterprise Document Composition
Making Enterprise Document Composition Requests
Configuring the Document Composition Service
Creating Tasks
Configuring Tasks
Maintenance
System Interaction
Agenda
Application Enabler
Diagnostics Service and Diagnostics Console
Exporting and Importing
Configuration
Studio
Workflow
Compose Document Action
Option:Document Composition Template
Option: Use All Settings Configured for Template
Option: Override Template Settings
Option: Use Automated Document Generation
Considerations for Workflow Property Placeholders
WorkView
Configuring the Distribution Service
Configuration Overview
Using the Distribution Service with Document Distribution
Configuration
Configuring the Email Sending Unity Scheduler Task
Creating Tasks
Configuring Tasks
Enabling the Distribution Service
Enable Email Automation
Send Attachments
Users Configuration Requirements
Configuring Test Mode
Adding Support for Multiple Data Sources
Configuring EML Transfer Encoding
Configuring the Distribution Service to Save Notifications as E-Mail (EML) Files
Sending Notifications in HTML Format
Sending Unity Forms
Configuring a Temporary File Cache
Configuring Retry Settings
Configuring Maximum Recipients
Configuring Default Sender Options
Displaying the User Who Triggered the Notification as the Sender
Configuring Attachment Options
Configuring Email Server Settings
Generating and Sending Test Notifications
Viewing Reports in the Unity Management Console
Troubleshooting
Logging Information to the Diagnostics Console
Messages Are Not Sent
Workstation Registration Not Found
"No Count" Is On
Version Mismatch
Message Content and Attachments Are Reversed
Unity Forms Limitations
Windows User Account Control Statement
Document Composition Template Converter
About theDocument Composition Template Converter
Before You Begin
Known Limitations
Installation and Usage
Post-Conversion
Document Composition Best Practices
Recommendations for Document Composition
Enterprise Document Composition Configuration
Configuring Templates for Use with Enterprise Document Composition
Installation
Installing Enterprise Document Composition
Usage - Web Client
Creating a Document
Usage - Unity Client
Creating a Document

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