Documents auto-assigned to a Reading Group that is configured to Allow or Require Approval must first be approved by specified Approval Groups before they are made available to Reading Group members.
Note:
Approval Groups must be created before you can perform this procedure. Approval groups can be created in the OnBase Client, Web Client, and Unity Client.
To select Approval Groups for Auto-Assigned Document Types:
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In the Selected Document Types pane, select a Document Type and click Settings. The Auto Document Type Transfer dialog box displays. The Approval Group options in the drop-down lists are determined through Reading Group Administration in the OnBase Client.
