Configuring the Document Type for the Voucher 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-the-Document-Type-for-the-Voucher-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 Voucher component, ensure the Voucher and Share Receipt Document Types exists in your OnBase solution. These Document Type are used to store signatures in the Voucher component. While the names of the Document Types do not have to be Voucher and Share Receipt, they must match the name used in the web.config file of the Application Server.

Assign the following Keyword Types to the Voucher and Share Receipt Document Types:

  • Branch Number

  • Institution #

  • Journal PTID

  • Member Email

    Note:

    The Member Email Keyword Type is only required for sending signed vouchers or share receipts to one or more recipients.

  • Member Number

  • Reversal

  • Teller Name

  • Teller Number

Note:

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