Document Tracking configuration takes place in the OnBase Configuration module and includes:
- Configuring Document Tracking folders. See Folder Configuration.
- Configuring the Keyword Type for Document Tracking documents. See Configuring Keyword Types.
- Configuring customer interaction messages. See Configuring Messages.
- Configuring the Virtual E-Form that will be used to create Document Tracking folders. See Folder Creation Configuration.
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Configuring the Document Tracking User Group Privileges. See Configuring Document Tracking User Group Privileges.
Note:
Configuration of notifications for Document Tracking take place in OnBase Studio. For more information, see the topic on configuring notifications in the Studio - Notifications chapter of the Document Tracking module reference guide.