Option: Include Related Documents - Integration for Adobe Sign - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

Integration for Adobe Sign

Platform
OnBase
Product
Integration for Adobe Sign
Release
Foundation 23.1
License

Select this option to include all related documents when the main document is sent to Adobe Sign. If this option is not selected, only the primary document is sent to Adobe Sign. When this option is enabled, the Related tab becomes available so that you can configure which documents are related to others. The options on this tab will vary depending on whether the life cycle containing this action is a Unity life cycle or a non-Unity life cycle.

  • For Unity life cycles , configure the options on the Related tab as desired:

    Option

    Description

    Portfolio Type

    Select this option and select a configured portfolio type from this drop-down list to use all of the relations in the selected portfolio type to find related items.

    Portfolio Relation

    Select this option and select a configured portfolio relation from this drop-down list to use the selected portfolio relation to find related items.

    Ad Hoc Portfolio Relation

    Select this option to configure a new portfolio relation to find related items. Click Configure to open the Portfolio Relation Wizard and configure a relation. See the section on Configuring Portfolio Relations in the Studio documentation for information on using this wizard.

    Lock Related Item

    Select this option to lock related items along with the primary document.

  • For non-Unity life cycles , configure the options on the Related tab as desired:

    Option

    Description

    Document Handle

    Select this option to use the Document Handle to find related documents.

    Document Type

    Select this option and select a configured Document Type from this drop-down list to find related documents of the selected Document Type. You must also specify the common Keyword Types to be used to find related documents.

    To specify common Keyword Types, follow these steps:

    1. Click Common Keywords. The Common Keyword Types dialog box is displayed.

    2. Select any desired Keyword Types and click Add >>.

    3. Click OK.

    Folder Type

    Select this option and select a configured folder type from this drop-down list to be used to find related items.

    Associated Primary Document

    Select this option to use the selected inbox item as the related item.

    This option is only valid when executing on a document in the work folder.

    Require All Common Keywords Present on Primary Document

    Select this option to require that all configured Common Keywords are present on the primary document in order to search for related documents.

    This option is only available if the Document Type or Folder Type option is selected.