Creating an EDI 810 Process Format - EDI 810 Processor - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Standard - Premier - Standard

EDI 810 Processor
Platform
OnBase
Product
EDI 810 Processor
Release
Foundation 24.1
License
Premier
Standard

Each individual EDI 810 process is configured to specifically parse an import file to identify, index, and import documents into OnBase. This collection of configuration options is called a process format; each EDI 810 process format is configured to import documents into one Document Type in OnBase.

To create an EDI 810 process format:

  1. From the OnBase Configuration module, click Import | EDI Import | EDI Import Processor. The EDI Process Configuration dialog box is displayed.
  2. Enter a name for the process format in the EDI Process Name field.
  3. Click Create. The EDI Process Settings dialog box is displayed.
  4. Select the type of EDI processor that the process is being created for from the Process Type drop-down.
  5. Click Save. The Process Settings For: <Process Format Name> dialog box is displayed. For more information on the options displayed in this dialog box, see Configuring the EDI 810 Settings section.