Assigning Recipient Licenses - Institutional Databases - English - Foundation 22.1 - OnBase - external

Institutional Databases
Platform
OnBase
Product
Institutional Databases
Release
Foundation 22.1
License

You can assign a specific number of recipient licenses to institution groups for Document Distribution. To assign recipient licenses to an institution in Configuration:

  1. Select Utils | Institutional Distribution. The Institutional Recipient License Assignment dialog box is displayed.
  2. Click the institution you want to assign licenses to.
  3. Click Assign Licenses. The Recipient License Assignment dialog box is displayed.
  4. Enter the number of licenses you would like to assign to the selected Institution.
    Note:

    The # Available column displays the total number of assigned licenses minus the number of recipients configured in that institution.

  5. Click Save. The Recipient License Assignment dialog box closes.
  6. Repeat steps 2 through 5 for other institutions as desired.
  7. Once complete, click Close in the Institutional Recipient License Assignment dialog box to save the settings and close the dialog box.
    Note:

    When a recipient is created in the Client in Customer Information or the Customer Import Processor, the recipient will not be saved to the database if the Institution does not have the appropriate licensing.