Rendition Criteria - 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

The following criteria must be met in order to make an imported document a rendition of an existing document:

  • You must have the Default Keyword Type >>Rendition or >>Rendition/New Document selected in the Field Order for the DIP format. The value that the >>Rendition or >>Rendition/New Document Default Keyword Type is mapped to in the DIP Import Index file will determine if the document will become a rendition. The value in the Import Index file must be a numeric non-zero integer. A document entry with a blank, alphanumeric, or zero value will not become a rendition.

  • In order for a rendition to be created, all Keyword Values on the imported document must match all Keyword Values on the original document.

  • Additionally, the >>File Type Default Keyword Value must be included in the Field Order and in the DIP Import Index file in order for each different file format to be imported properly.

  • The Document Type being processed in must be configured for multiple renditions.

  • When using renditions with Self-Configuring DIP, the following must also be true:

    • The Import Index File and the files to be processed must be in the same directory. The Import Index File must reflect this.

If all of the above criteria are met, and a single matching document is found in the system, the imported document will become a rendition of the existing document.