Configuring a Required Document Type - Front Office Scanning - English - Foundation 22.1 - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/Front-Office-Scanning/English/Foundation-22.1/Front-Office-Scanning/Configuration/Configuring-the-Front-Office-Scanning-Client/Configuring-Document-Type-Buttons/Configuring-a-Required-Document-Type - 2022-09-21

Front Office Scanning

Platform
OnBase
Product
Front Office Scanning
Release
Foundation 22.1
License
Premier
Standard
Essential

To ensure that a specific document is being scanned/created for each Data Set, you can configure a Document Type to be required.

When a Document Type is configured to be required, a document must be assigned to that Document Type for the selected Data Set before any documents associated with that Data Set can be uploaded to OnBase.

To configure a Document Type to be required;

  1. In the Front Office Scanning configuration file, locate the DocTypes element and identify the DocType sub-element associated with the Document Type button you are configuring.
  2. Within the DocType sub-element, locate the Required setting. If this value is not present, add it to the DocType sub-element.
  3. Set the Required setting to true.

    For example: Required="True"

    Tip:

    For more information on the DocType sub-element and its settings, including the Required setting, see The DocTypes Element.

  4. Save and close the configuration file.