Import the Pre-Configured Workflow File Provided with the Build - Document Distribution - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Document Distribution
Platform
OnBase
Product
Document Distribution
Release
Foundation 23.1
License

Extract the Document Distribution Workflow zip file into a temporary folder. This zip file contains the Workflow file DOCDIST.WKF that will be imported along with these instructions and all bitmap, icon and HTML documents that support the Workflow. It is important that these files are kept in their relative folders and that the DOCDIST.WKF file be imported from this temporary location. When the Workflow has been imported these files can be removed from the system.

  1. Log in to the Configuration module and choose Utils | Configuration Exporter | Import at the menu bar. The Auto Configuration: Choose Import File dialog box is displayed.
  2. Select Browse and the Choose a File to Process dialog box will appear. Locate the DOCDIST.WKF file that you extracted from the zip file.
  3. Double-click the DOCDIST.WKF file and the Auto Configuration: Choose Import File dialog box appears populated with the directory and file name.
  4. Select OK and the Auto Configuration dialog box appears displaying a message that records are going to be imported into the database.
  5. Select Yes to import the file. When the Auto Configuration dialog box disappears, the import is completed.
    Workflow importing is capable of overwriting and updating previous versions of the workflow. When this occurs, you will receive warnings about the records being imported already existing. If you see these messages and you know you are overwriting or updating a prior version of the workflow, then choose to ignore them.

When the import is completed, exit out of the Configuration module before completing the installation steps.