Configuring Document Types for the Document Storage Component - Integration for D+H Phoenix - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/Integration-for-D-H-Phoenix/Foundation-24.1/Integration-for-D-H-Phoenix/Installation/Pre-Installation/Document-Type-Configuration/Configuring-Document-Types-for-the-Document-Storage-Component - 2024-03-25

Integration for D+H Phoenix

Platform
OnBase
Product
Integration for D+H Phoenix
Release
Foundation 24.1
License
Premier
Standard
Essential

If you are using the Document Storage component, ensure the following Document Types exist in your OnBase solution and assign the required Keyword Types to them.

Note:

For more information on configuring the required Keyword Types, see Configuring Keyword Types for the Document Storage Component.

Note:

The names of these Document Types can differ from what is listed below.

Suggested Document Type Name

Description

Required Keyword Types

Forms

Used to store forms signed in the Document Storage component.

Note:

The Document Type name must match the name used in the data file.

  • Account Number

  • Account Type

  • Form ID

  • Form Name

  • Institution #

  • RIM Number

Member Signature

Used to store signatures in the Document Storage component.

Note:

The Document Type name must match the name used in the data file. It cannot match the Member Signature Document Type being used to store the signatures of credit union members.

  • Account Number

  • Account Type

  • Form ID

  • Form Name

  • Institution #

  • Member Class

  • Member First Name

  • Member Last Name

  • Member SSN

  • RIM Number