Reindexing a Related Document - 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

If a document listed in the Related Documents list has not yet been uploaded to OnBase, it can be re-indexed to a different Document Type.

  1. From the Related Documents list, right-click the document to be re-indexed and select Reindex.
    Note:

    The document is still indexed by the selected Data Set; the Data Set values assigned to the document cannot be individually changed in this manner.

  2. A message is displayed asking you to confirm that you would like to re-index the document. Click Yes to proceed.
    The document is cleared from the Related Documents list and is displayed in the Working window.
  3. Click the Document Type button of the Document Type you would assign the document to.
    The document is cleared from the Working window and it is added to the Related Documents list.