The HTML Form Is Stored in OnBase - 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
  1. In the Front Office Scanning configuration file, locate the Display element.
  2. Within the Display element, locate the DocHitList setting. If this setting is not present, add it to the Display element.
  3. Enable document retrieval for your Front Office Scanning solution by setting DocHitList to true.

    For example: DocHitList="True"

    Note:

    Setting the DocHitList option to true will not, on its own, allow you to retrieve documents within the Front Office Scanning client; it only enables the Front Office Scanning client to connect to OnBase with the purpose of retrieving documents. For more information, see Configuring Front Office Scanning to Allow Document Retrieval.

  4. 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.
  5. Within the DocType sub-element, locate the Templatesource setting. If this value is not present, add it to the DocType sub-element.
    Set the Templatesource setting to OnBase.
  6. For example: Templatesource="OnBase"
  7. Within the DocType sub-element, locate the Template setting. If this value is not present, add it to the DocType sub-element.
  8. Set the Template setting to the name the of the OnBase Document Type that the HTML form is stored as.

    For example: Template="ER-Patient Survey"

    Note:

    If more than one HTML form is stored in the specified Document Type, the most recent document (based on Document Date) is displayed as the HTML form in the Front Office Scanning client.

    Tip:

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

  9. Save and close the configuration file.