Configure User Group Rights for Imported Workflow Document Types - Document Distribution - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Document Distribution

Platform
OnBase
Product
Document Distribution
Release
Foundation 23.1
License
  1. In the Configuration module, choose Users | User Groups / Rights at the menu bar to display the User Groups & Rights dialog box.
  2. Highlight the User Group Name(s) for customer service users that will utilize the workflow and click the Document Types button. The Assigning Document Types for User Group Name Group dialog will appear.
  3. In the Available for Selection section of the dialog box, choose Document Distribution Group under the Document Type Groups heading and click the Select button.
    When the Document Distribution Group is chosen all the document types (Distribution Record, Notification Not Yet Viewed Record , and Produced CD Record) used within the Document Distribution Workflow will automatically be chosen.
  4. Select Close, then Exit.