Document Transfer requires an active OnBase Service Account. A Service Account is a special OnBase user account that allows an OnBase service, such as Document Transfer, to access OnBase.
To configure a Service Account:
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From the Configuration module, select Users | User Names / Passwords.
The User Names & Passwords dialog box is displayed.
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Select the Service Account check box under Administrator Options.
All options not applicable to a Service Account are disabled. Deselecting the Service Account check box for the existing user allows them to retain all rights and privileges that were previously assigned to them. Options in the User Settings dialog box are cleared when the Service Account check box is selected and must be reapplied when the check box is deselected.
CAUTION:The Service Account check box should never be selected with an account that is being used to run the OnBase Client (obclnt32.exe) as a Windows service.
CAUTION:Designating an existing user account as a Service Account removes the existing user from all User Groups and prevents the user from being added into a User Group. Users that are configured as service accounts will not be able to log into OnBase through standard interfaces. A Service Account also grants the user name full rights and privileges in OnBase.