Configuring the Document Date To Be Editable - 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

By default, the Document Date for documents scanned/created in the Front Office Scanning client is automatically set to the current date.

However, you can configure the Document Date field to be editable, allowing users to set the Document Date for documents that they scan/create.

When the Document Date field is editable, users must select a Document Date before they are able to assign the current document to a Document Type. Once the document is assigned to a Document Type, the Document Date field is disabled and its value can no longer be modified.

  1. In the Front Office Scanning configuration file, locate the Display element.
  2. Within the Display element, locate the Interface setting. If this value is not present, add it to the Display element.
  3. Set the Interface setting to Advanced.

    For example: Interface="Advanced"

    If the Interface setting is set to Standard or if it is not present in the Display element, then the Document Date will automatically be set to the current date.

    Tip:

    For more information on the Front Office Scanning configuration file's Display element, including the Interface setting, see The Display Element.

  4. Save and close the configuration file.