Option: Keywords - EDM Services - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/EDM-Services/Foundation-23.1/EDM-Services/System-Interaction/Workflow/Actions/Create-Document-From-Document-Template/Option-Keywords - 2023-09-11

EDM Services

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

Choose the way in which Keywords are copied:

  • Copy All Keywords: Copies all Keywords from the primary document to the new document.

  • Copy Selected: Copies specific selected Keywords from the primary document to the new document. Click Configure to select Keyword Types to be copied. If the selected Keyword Types are part of a Multi-Instance Keyword Type Group, the Multi-Instance Keyword Type Group will be copied, but the Multi-Instance Keyword Type Group will be blank except for the Keyword Type selected.