Specifying Retrieval Document Types - Front Office Scanning - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential

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

In order to make documents of a certain Document Type eligible for retrieval without configuring a Document Type button, you must otherwise specify this Document Type for retrieval in the Front Office Scanning configuration file.

To specify the retrieval Document Types:

  1. In the Front Office Scanning configuration file, locate the RetrievalDocTypes element. If the RetrievalDocTypes element is not present, add it to the configuration file.
  2. Within the RetrievalDocTypes element, locate the DocType setting. If the DocType setting is not present, add it to the RetrievalDocTypes element.
  3. Set the DocType setting to the name of the Document Type to be used as a retrieval Document Type. For example: 
    <Doc Type>MED - Pre-Admission Survey</Doc Type>
  4. Repeat Steps 2 and 3 for each Document Type that you would like to use as retrieval Document Types.
  5. Save and close the configuration file.