Workflow - Document Transfer - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - Standard - external - Standard - Premier

Document Transfer

Platform
OnBase
Product
Document Transfer
Release
Foundation 23.1
License
Standard
Premier

When configuring a Workflow life cycle at the receiving site for documents received in a Document Transfer package, do not configure the life cycle to update Keyword Type values on the received documents.

This is because the documents and document metadata are actually managed by the sending site and those values are always updated at the receiving site with the information from the sending site, if the values differ when the package is received and committed.

If a document you are receiving requires a certain Keyword Type value that is different at the sending site, you must request that the sending site map that Keyword Type to a static value that contains the value you require.