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

Document Import Processor
Platform
OnBase
Product
Document Import Processor
Release
Foundation 24.1
License
Premier
Standard
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. If the user will need to retrieve and open documents after the DIP, they 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 run a DIP.
  6. Under Registered Processing Products, select Client and DIP.
  7. If you want to allow User Groups to purge DIP batches from the Incomplete Process, Awaiting Commit, and Incomplete Commit queues, under Administrative Processing Privileges select DIP and click Save & Close.
  8. At the User Groups & Rights dialog box, click Privileges.
  9. Select Retrieve / View under the documents section.
  10. If you want a user group be able to process DIP data with the Accumulate Processing Information options enabled, you must grant the privilege to generate Daily Reports for DIP processing. Select Create List Report and click Save & Close.
  11. Ensure that the user's Workstation is registered for DIP. See Register the Workstation in the Usage section of this manual.