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