Sending Packages - Document Transfer - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - Standard - external - Standard - Premier

Document Transfer

Document Transfer
Foundation 23.1

Documents are automatically added to configured packages as they are imported or re-indexed into a Document Type contained in the package. Documents that have already been archived are not included in the Export Package unless they are changed (such as updating the Keyword Type values or re-ordering pages).

If a document is deleted from the sending site's system, the metadata for that document is included in the Export Package but the document itself is not, even if the package is configured to include the documents and metadata. Documents deleted (i.e., sent to Document Maintenance) at the sending site are also sent to Document Maintenance at the receiving site once the package has been received and processed at the receiving site.

If a document is re-indexed at the sending site into a Document Type that is not configured for inclusion in the package, the document is treated as deleted in terms of the package and will be deleted at the receiving site.

Documents that were archived before the package was configured, and that have not changed, can only be added to the package by adding them to an Envelope that is configured to be included in the package.


If the package is not configured to include the contents of an Envelope, you cannot add documents to the package in this way. See the Configuration chapter of this manual for details on configuring a package to include an Envelope.

Documents received in a package from one site cannot be included in a package to be sent by the receiving site to a third site. In other words, only original documents (created and maintained by the sending site) can be transferred to a receiving site.

A verification report of the actions performed by the Document Transfer Processor is archived at the receiving site under SYS - Verification Reports.