Configuration Overview - Document Tracking - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Standard - Premier - Standard

Document Tracking

Platform
OnBase
Product
Document Tracking
Release
Foundation 24.1
License
Premier
Standard

Document Tracking configuration takes place in the OnBase Configuration module and includes:

  1. Configuring Document Tracking folders. See Folder Configuration.
  2. Configuring the Keyword Type for Document Tracking documents. See Configuring Keyword Types.
  3. Configuring customer interaction messages. See Configuring Messages.
  4. Configuring the Virtual E-Form that will be used to create Document Tracking folders. See Folder Creation Configuration.
  5. 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.