Assigning Document Types to the Reading Group - Enterprise Web Access for Document Knowledge Transfer & Compliance - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Enterprise Web Access for Document Knowledge Transfer & Compliance

Platform
OnBase
Product
Enterprise Web Access for Document Knowledge Transfer & Compliance
Release
Foundation 22.1
License
Premier
Standard

The Reading Group Configuration dialog box includes an Auto Assign Document Types feature that automates adding documents into a Reading Group. When a document is imported into a Document Type that is auto-assigned to a Reading Group, the document is automatically added to the Reading Group.

Note:

Like all documents in OnBase, each Reading Group document is associated with a Document Type that already exists in the system. You must configure Document Types before using the Auto Assign Doc Type feature.

CAUTION:

Reading Groups override other security measures on documents. In other words, a user is able to read all documents in a Reading Group to which he is assigned, even if he would not normally have access to those documents. The Reading Group also overrides any Security Keywords assigned to documents. Keep this in mind when assigning documents and users to Reading Groups.

  1. In the Reading Group Configuration dialog box, click Auto Assign Doc Type.
  2. The Auto Assign Document Type dialog box displays.

    Available Document Types lists all OnBase Document Types. Selected Document Types lists all Document Types assigned to the selected Reading Group.

  3. Select a Document Type from the left pane and click Add. Your selected Document Type appears in the right pane.
  4. Proceed to Selecting Approval Groups for Auto-Assigned Document Types.

    If your Reading Group is configured to Allow or Require Approval, a Settings button is also displayed in the Auto Assign Document Types dialog box. If the Reading Group is set to No Approval Required, the Settings button is unavailable.

    If your Reading Group is set to Allow or Require Approval, you must assign at least one Approval Group to each auto-assigned Document Type. Otherwise, the auto-assigned documents will bypass the approval process and go straight to the reader queues, regardless of the Reading Group's Approval Type settings.

  5. Proceed to Assigning Administrators to the Reading Group.