Configuring Portfolios for use with Document Packaging - Document Packaging - English - Foundation 22.1 - OnBase - external

Document Packaging

Platform
OnBase
Product
Document Packaging
Release
Foundation 22.1
License

Document Packages can be built based on Portfolio Relations or Portfolio Types. Portfolios can be created and configured in OnBase Studio.

When setting up a Portfolio Relation in Studio for use with Document Packaging, set the Content Type and Related Content Type to Documents.

Refer to the Workflow module reference guide or help files for information on Portfolio Relations and Portfolio Types.