Assigning a Data Set Keyword Merge to a Document Type 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

The ability to apply a Data Set Keyword Merge to a document is controlled at the Document Type level. This allows you to apply a different Data Set Keyword Merge to each Document Type, or to decide not to apply a Data Set Keyword Merge to a Document Type at all.

Once a Data Set Keyword Merge has been configured (i.e., its MergeItem sub-element has been added to the Front Office Scanning configuration file), you must assign it to the Document Type button(s) that the “stamp” is associated with.

To assign a Data Set Keyword Merge to a 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 MergeID setting. If this value is not present, add it to the DocType sub-element.

    Set the MergeID setting to the MergeID value associated with the Data Set Keyword Merge you would like to assign to the Document Type button (i.e., the MergeID setting assigned to the Data Set Keyword Merge's associated MergeItem sub-element).

    For example: MergeID="1"

    Tip:

    For more information on the Front Office Scanning configuration file's DocTypes element and its DocType sub-elements' settings, including the MergeID setting, see The DocTypes Element.

  4. Save and close the configuration file.