Change the Configuration of an Existing Package - Document Transfer - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - Standard - external - Standard - Premier

Document Transfer

Document Transfer
Foundation 23.1

To change the configuration of an existing package:

  1. From the Document menu in the Configuration module, select Package Transfer | Export Packages. The Export Packages dialog is displayed.
  2. Select the package to update from the Package Name list.

    To show deactivated packages in the Export Packages dialog box, right click anywhere in the dialog box and select Show Deactivated Packages from the right-click menu. An X is displayed in the Inactive column for deactivated packages. To hide deactivated packages, right click and select Hide Deactivated Packages.

  3. Click one of the following buttons to update different aspects of the package:




    Opens the Package Transfer Settings dialog, which allows you to configure an Envelope to be added to the package (see Optional Export Package Settings).

    User Groups

    Opens the Assign Transfer Package Type to User Group dialog, which allows you to add or remove User Groups to the package. User groups assigned to the package can create and send the package. See Configuring an Export Package (Sending Site).


    Opens the Document Type Keyword Options dialog, which allows you to view the Document Type and Keyword Type mappings configured for the package. The information displayed in this way is read-only. To edit the mappings, click Edit(see below).


    Opens the Package Document Type Association dialog, which allows you to update the Document Type and Keyword Type mappings for the package (see Configuring an Export Package (Sending Site)).


    Opens the Package Auto-Name dialog, which allows you to configure the autoname string for packages received (see Optional Export Package Settings).


    Resubscribe to package requests that were updated at the receiving site.


    Click Deactivate to suspend the selected package from the Document Transfer process. Deactivated packages are not sent to the receiving site during subsequent Document Transfer processes. An X is displayed in the Inactive column for deactivated packages.


    Packages that are currently pending transmission when the package is deactivated are still sent when transmission is initiated by the receiving site.

    To reactivate an inactive package, select it and click Activate.


    Packages are sent using the OnBase Client. See the Usage chapter of this manual for sending packages using the OnBase Client.