Configuration

Document Packaging

Platform: OnBase
Product: Document Packaging
Release: Foundation 22.1
License

Documentation Notice
Overview
About Document Packaging
Licensing
Simplified Licensing
Legacy Licensing
Installation
Installing Document Packaging
Requirements
General Requirements
Licensing
Installation
Contacting Support
Troubleshooting
Can't right-click in the Document Viewer
Configuration
User Group Configuration
Creating Document Types for Document Packages
Configuring Portfolios for use with Document Packaging
Creating a New Document Package Template
Selecting the Archive Document Type
Deleting a Document Package Template
Assigning Document Package Keyword Types
Configuring a Header or Footer
Using Variables in Keyword Values, Headers, and Footers
Configuring a Primary Document Type
Configuring Document Sets
Deleting Document Sets
Configuring Custom Queries
Assigning User Groups
Assigning User Groups to a Template in Document Packages Configuration
Assigning a User Group to Templates in User Group Configuration
Configuring Document Package Options
Configuring Non-Template Options
Configuring PacketPop
Usage - Unity Client
Generating a Package
Supported File Types
Modifying a Package Prior to Package Generation
Filtering Included Documents
Sorting Included Documents by Document Date
Selecting Included Documents
Rearranging Documents
Adding Multiple Copies of a Document to a Document Package
Selecting Included Pages
Rearranging Pages
Adding Additional Documents to a Package
Dragging and Dropping Documents
Using the Add Documents Option
Indexing a Document Package
Previewing a Document Package
Saving a Document Package
Generating Document Packages in the Unity Client
Generating Document Packages in the Background
Adjusting Thumbnails in the Package Content Selection Window
Retrieving Document Packages
Generating New Packages from Retrieved Packages
System Interaction
Application Enabler
Workflow
Generate Document Package Workflow Action
Packet Template
Override Archive(d) Document Type
Keywords
Display Package Content Selection Window
Property for document handle of generated package
Exporting and Importing
Unity Scheduler
Usage - Web Client
Generating a Package
Supported File Types
Modifying a Package Prior to Package Generation
Selecting Included Documents
Rearranging Documents
Adding Multiple Copies of a Document to a Document Package
Selecting Included Pages
Rearranging Pages
Adding Additional Documents to a Package
Indexing a Document Package
Saving a Document Package
Adjusting Thumbnails in the Document Packages Window
Retrieving Document Packages
PacketPop
Using PacketPop URL Creator

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