Document Distribution - Class of Service - Institutional Databases - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Institutional Databases

Platform
OnBase
Product
Institutional Databases
Release
Foundation 23.1
License

When a Class of Service is configured for a Document Distribution Process, both process configuration parameters and customer information must be restricted on a user-to-user basis. If customer information is not restricted, it is possible that two different recipients with the same set of keywords (but of different institutions) will receive each other's documents. If configuration parameters are not restricted, incorrect delivery methods may be used for an institution.

If a Document Distribution Process uses a Class of Service, the following modifications must be performed in order to ensure proper operation with an institutional database:

  • Assignment of the Institution Name for the Class of Service

  • Use of the Institution # keyword type as a Process ID Keyword

  • Use of the Institution # keyword type with Customer Information