Usage

Integration for CourtView

Platform: OnBase
Product: Integration for Courtview
Release: Foundation 23.1
License: Premier; Standard; Essential

Documentation Notice
Overview
Introduction
The Integration Solution
Licensing
Simplified Licensing
Legacy Licensing
Installation
Requirements
.NET Framework
Client Workstations
OnBase Web and Application Servers
Client Workstation Requirements
Web Browser Support in the Web Client
Web Client (Macintosh OS)
Web Client (Windows OS)
Product Rights and Privileges
Third-Party Software Compatibility
About Virtual Environments
64-Bit Support Statement
Windows User Account Control Statement
Modifying Configuration Files
Licensing
Installation
MSI Package Installers Overview
OnBase Diagnostics Service and Unity Scheduler Service
OnBase Service Account
CourtViewService Virtual Directory
Configuring the CourtView Web Service in Workflow
Integration for CourtView Installer
Command Line Installation
Hyland ACC Document Import Service Installation
Command Line Installation
Configuration Settings
ODBC Connection to CourtView Database
Additional URL Parameters
accAction
Web.Config Settings
dmsVirtualRoot
sv_AppEnableIntegration
UseFolderPopViewer
Troubleshooting
OnBase login fails when processing information
Contacting Support
Configuration
Configuration Overview
OnBase Configuration
Keyword Types
Document Type Groups and Document Types
Form Generator Document Type Mapping
External AutoFill Keyword Set
File Cabinets and Folders
Child Folders
Hyland ACC Document Import Service Import Folder Path
Mapping the CourtView Pages to OnBase
CourtViewService Virtual Directory
Configuring the Set Property to Expression Workflow Action
Configuring the Set Keyword from Property Value Workflow Action
CourtView Configuration
Enable Imaging
Update logicals.asn
Verify Path for Forms Generator
Usage
Usage Overview
Accessing the OnBase ACC Viewer
Menu Options
View Documents
Scan a Document
Import Document
Importing Documents
Print Barcode Sheet(s)
Configuration
Exit
Document Search Results List
Filtering Documents in the Search Results List
Filter Documents by Document Date
Filter Documents by Document Name
Filter Documents with Advanced Filtering Mode
Grouping Columns in the Document Search Results List
Viewing Documents
Previewing Documents in the Thumbnail Viewer
Printing Thumbnails in the Thumbnail Viewer
Changing Thumbnail Viewer Options
Restoring Default Thumbnail Viewer Options
Open in New Window
Open in New Window by Default
Viewing Documents
Document Viewer
PDF Viewers
Document Viewer Shortcuts
Navigating Documents
Zooming In and Out
Searching for Internal Text
Viewing Previous or Next Documents
Navigate
Adding Documents to an Envelope
Process
Send To Options
Display Considerations
From an Open Document
From the Document Search Results List
Emailing Documents
Emailing a Document
Attachment Display Considerations
Using the Mail Message Dialog Box
Checking Names and Addresses
Saving Documents to Files
File Naming Conventions
Saving Multiple Documents to a Zip File
Character Substitutions
Send To | Clipboard - Copying Documents to the Clipboard
Send To | Create New Document - Creating New Documents from Existing Documents
Character Substitutions
Retrieving Cross-Referenced Documents
From Image or Text-Based Documents
From E-Forms or HTML Documents
From PDF or OLE Documents
Pages Toolbar - View Document Thumbnails
Show or Hide Thumbnails
Navigating the Document Using Thumbnails
Reordering Pages in a Document Using Thumbnails
Adding Pages to a Document Using Thumbnails
Deleting Pages from a Document Using Thumbnails
Sending Documents to Print Queues in the Web Client
Print Queue Dialog Box Options
Notes Overview
Note Icons
Options
View Notes - Open and View Notes or Annotations
Viewing Notes
Moving Notes
Adding Notes, and Editing and Deleting Notes and Annotations
Add a Note
Edit Note or Annotation Text
Editing Note Type Privacy Options
Deleting a Note
Changing the Note Type

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