Appending Pages to Existing Documents - EDM Services - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

EDM Services

Platform
OnBase
Product
EDM Services
Release
Foundation 23.1
License
Standard
Essential
Premier

If either the Append Page Only or Append Entire Document Unique Bar Code Keyword Match options are selected, and the scanned page/document is matched to an existing OnBase document, the appended pages are always added to the existing document. Even if your OnBase solution is licensed for EDM Services and the Document Type is configured to allow revisions, a new revision of the document is not created when a page/document is appended to it.

If the Append to Existing Documents Matched on Keyword(s) option is enabled and a matching document is found in OnBase, the page/document is appended to the existing document. If EDM Services is licensed and the Document Type is configured to allow revisions, a new revision of the document is created instead of appending the page to the original document.