Automating Document Type Assignments to an E-Form for an Individual Input Button - 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

Automating the Document Type assignment process for an E-Form can only be configured for E-Forms that do not require signatures.

To automate the Document Type assignment process for an E-Form document for an individual input button:

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

    For example: onestepform="true"

    Tip:

    For more information on the DocTypes element and its DocType sub-elements' settings, see The DocTypes Element.

  4. Save and close the configuration file.