Manually Inputing Customer Information - Institutional Databases - English - Foundation 22.1 - OnBase - external

Institutional Databases

Institutional Databases
Foundation 22.1

Customer information can be manually input through the Client. If inputting customer information manually in the Client:

  1. Click Admin | Document Distribution and select Customer Information. The Customer Information dialog box is displayed.
  2. Type a new customer's name in the box below the Recipient list.
  3. Select an institution from the Institution Name drop-down select list.
  4. Select a distribution process from the Distribution Process drop-down select list.

All user accounts are automatically restricted to viewing and configuring only those Class of Service Document Distribution Processes with the same institution name as their user account. The value that appears for institution name should be preset for your institution and should not be altered.