A Document Type must be created in OnBase to store in OnBase documents from the TEM application.
Ensure that the Default File Format for the Document Type is set to Image File Format. The Document Type name can be configured as anything, but it is a best practice to name it TEM Attachment to make configuration, maintenance, and troubleshooting easier. The Keyword Types assigned to the Document Type must include all of the Keyword Types created for the Integration for Banner TEM(see Keyword Type Configuration). Other Document Type settings can be left as default.
Document Types are configured using the OnBase Configuration module. For detailed instructions on creating and configuring Document Types, see the Configuration module help files or the System Administration module reference guide.
|
Suggested Document Type Name |
Required Default File Format |
Assigned Keyword Types (using suggested names) |
|---|---|---|
|
TEM Attachment |
Image File Format |
TEM Activity Date TEM Create Origin TEM Create User TEM Date Origin TEM Document Name TEM Document Type TEM Expense Owner First Name TEM Expense Owner ID TEM Expense Owner Last Name TEM Expense Owner PIDM TEM Imaging Enabled TEM Last Modified By TEM Portfolio ID TEM Transaction Date TEM Travel Document ID TEM Travel Document Type |