When a document is added to a chart Document Type, OnBase uses the Keyword Values to assign the document to a chart. If a matching chart cannot be found, the document is sent to Chartless Documents by default.
In the OnBase Client, scan queues can be configured to display a Chart Search dialog box during indexing if a document cannot be matched to a chart automatically. From this dialog box, indexers can manually assign a document to its chart, or they can click Cancel to send the document to Chartless Documents.
Note:
Depending on your system's configuration, documents may need to be committed or processed through OnBase Workflow before they are assigned to their charts or sent to Chartless Documents.
To search for a chart during indexing:
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Click the Chart Search button in the indexing pane. The Chart Search dialog box is displayed.
