Configure Default Disk Groups for Imported Document Types - Document Distribution - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external - OnBase/Document-Distribution/Foundation-23.1/Document-Distribution/Installation/Installation/Configure-Default-Disk-Groups-for-Imported-Document-Types - 2025-08-28

Document Distribution
Platform
OnBase
Product
Document Distribution
Release
Foundation 23.1
License
ft:locale
en-US

In the Configuration module, choose Document | Document Types at the menu bar. The Document Types dialog box is displayed.

  1. Choose Distribution Record from the Document Type list. Select the Settings button and the Distribution Record Configuration dialog box will appear.
  2. Choose a default disk group from the Default Disk Group list. Select Save & Close.
  3. Click the E-Form button for the Distribution Record document type.
  4. At the Electronic Form drop-down list, select the form named SYS – HTML Forms Distribution Record. Choose Save, then Close.
  5. Select the Notification Not Yet Viewed Record document type in the Document Types dialog box. Click Settings and the Notification Not Yet Viewed Record Configuration dialog box will appear.
  6. Choose a default disk group from the Default Disk Group list. Select Save, then Close.
  7. Select the E-Form option for the Notification Not Yet Viewed Record document type.
  8. At the Electronic Form drop-down list, select the form named SYS – HTML Forms Notification Not Yet Viewed Record. Choose Save , then Close.
  9. Choose the Produced CD Record document type in the Document Types dialog box. Click the Settings button. The Produced CD Record Configuration dialog box will appear.
  10. Choose a default disk group from the Default Disk Group list. Click Save & Close.
  11. Select the E-Form option for the Produced CD Record.
  12. At the Electronic Form drop-down list, select the form named SYS – HTML Forms Produced CD Record. Choose Save, then Close.
    If you will be distributing notifications to inform customers that their statements are ready for download from a designated area, such as a web site, you have the option to track whether or not the document has been viewed or not. The View Status Keyword Type can be added to the document type that you have defined for the completed rendered statement.
  13. Choose the Document Type that you have defined for the completed rendered statement in the Document Types dialog box.
  14. Select the Keyword Types button to display the Keyword Type Assignment dialog box.
  15. In the Available section of the dialog box, select the View Status Keyword Type.
  16. Click Add >> to add the View Status Keyword Type to the Selected section of the dialog box.
  17. Select Save.
    Note:

    When implementing your method for setting this keyword to indicate that the rendered statement is viewed (API or VB Script) set the keyword value to 1. This indicates to the system that the rendered statement has been viewed. If a value is not set or is set to 0 then it indicates that the document has not yet been viewed. The Email distribution server will set the value to 0 if no value has been set on the document and the first iteration of Notification checking has occurred on the document.