Admin User Group Configuration - Document Import Processor - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Document Import Processor

Platform
OnBase
Product
Document Import Processor
Release
Foundation 24.1
License
Standard
Premier
Essential
  1. Select Users | User Groups/Rights. The User Groups & Rights dialog box is displayed.
  2. Click Document Types. The Assigning Document Types dialog box is displayed. In order to configure an DIP process, the user must have rights to all Document Type Groups and Document Types to which the imported documents will belong.
  3. Select the desired Document Types or Document Type Groups on the left and click Add>> to move the type or group to the Selected for Group box.
  4. Click Close when you are finished.
  5. At the User Groups & Rights dialog box, click Product Rights. You must grant Product Rights to User Groups that will configure and process DIP formats.
  6. Under Registered Processing Products, select Client and DIP.
  7. Under Administrative Processing Privileges select DIP. Click Save & Close.
  8. At the User Groups & Rights dialog box, click Privileges.
  9. Select Retrieve / View under the Documents section.
  10. Select Create List Report. Click Save & Close.
  11. In order to configure a DIP process the user must have DIP configuration rights. Click Configuration Rights.
  12. Select Keyword Configuration, Document Configuration, System Configuration and Process Configuration. Click Save & Close.
    Note:

    Because DIP can be used to move batches into scan queues in Document Imaging for an automatic commit, Scanning Configuration Rights will be displayed in the Configuration module when DIP is licensed. This enables DIP administrators to configure the necessary scan queues for automatic commit.