Document Types - Document Import Processor - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Document Import Processor

Platform
OnBase
Product
Document Import Processor
Release
Foundation 22.1
License
Standard
Essential
Premier

When you import documents into the system, they must be assigned to a Document Type. A DIP process must be configured to include all Document Types that documents imported as part of the process may be assigned to.

CAUTION:

If the Import Index File contains multiple Document Type Keyword Values and you only assign one Document Type to the DIP process, all of the files will be imported into the only assigned Document Type.

Multiple file formats can be processed into the same Document Type. For example, PDF and text files can be imported via DIP into the same Document Type, as long as the file type is specified in the Import Index file.

Note:

If you are importing files of a file format that is different from the Document Type's Default File Format, you must include the >>File Type Default Keyword Type in the Import Index file. If the >>File Type Default Keyword Type is not added, you are unable to view your imported documents.

If a Document Type is set to use Image File Format as its Default File Format, the DIP process behaves slightly differently than if the Document Type is set to use a different Default File Format. See Download and Process.

Note:

Thumbnail image file formats are not intended for use in a DIP process.

To add Document Types to a DIP process:

  1. In the Configuration module select Import | Document Import Processor . The Document Import Configuration dialog box is displayed.
  2. Select the correct Document Import Processing Format and click Document Types. The Assign Document Types dialog box is displayed.
  3. From the Available list, select a Document Type that is in one or more records in the Import Index file and click Add. Repeat for any additional Document Types that are in the Import Index file.
    Note:

    If you cannot see the full name of your Document Import Processing Format, Document Type or Field Order, use the scroll bar located at the bottom of the window in the Document Import Configuration, Import Processor Configuration and Assign Document Types dialog boxes.

  4. Remove Document Types, if necessary, by selecting them in the Selected list and clicking Remove.