Excluding Documents from a Folder - 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

You can exclude a Document Type from a Document Tracking folder. When you exclude a Document Type, it is no longer required for the Document Tracking folder.

From the Documents layout:

  1. Select the appropriate Document Type.
  2. Do one of the following:
    • On the Documents tab, in the Document ribbon group, click Exclude.

    • Right-click on the Document Type and select Exclude.

  3. The Exclusion dialog box is displayed:
  4. Type the reason why the Document Type will be excluded in the Reason for Exclusion field. Depending on your configuration, you may be able to select a pre-configured reason from a drop-down list.
  5. Select Permanent exclusion to exclude the Document Type permanently.
  6. Click OK. A Documented Exclusion TIFF image document is created, containing the following information:

    Exclusion

    Description

    Document Tracking Folder

    The name of the Document Tracking folder.

    Approved By

    The name of the user who approved the exclusion.

    Time of Exclusion

    The time the exclusion was initiated.

    Reason for Exclusion

    The reason the exclusion was approved.

    The Document Type you excluded and the Documented Exclusion document created are marked as excluded in the Documents layout.