Assigning a Document Type to a Document Type Button - Front Office Scanning - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/Front-Office-Scanning/Foundation-23.1/Front-Office-Scanning/Configuration/Configuring-the-Front-Office-Scanning-Client/Configuring-Document-Type-Buttons/Assigning-a-Document-Type-to-a-Document-Type-Button - 2023-09-11

Front Office Scanning
Platform
OnBase
Product
Front Office Scanning
Release
Foundation 23.1
License
Premier
Standard
Essential
Note:

This configuration step is required for each Document Type button.

  1. In the Front Office Scanning configuration file, locate the DocTypes element.
  2. Identify the DocType sub-element associated with the Document Type button you are configuring.
  3. Within the DocType sub-element, locate the Name setting. If this value is not present, add it to the DocType sub-element.
  4. Set the Name setting to the name of the OnBase Document Type the button is to be associated with.

    For example: Name="MED - Insurance Card"

    Tip:

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

  5. Save and close the configuration file.