The user account for the PPL application must belong to a User Group with sufficient privileges to import and retrieve documents. Ensure the following privilege requirements are met. For information about configuring User Group privileges, see the OnBase System Administration documentation.
- Document Type Rights
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The user account must belong to a User Group with rights to the following Document Types:
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Document Types used for forms users may need to sign
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Document Types used for forms users may need to review
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The Document Type designated for storing documents uploaded by users (configured later in this chapter)
- General Privileges
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The user account must belong to a User Group with the following document-level privileges:
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Retrieve / View
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Create
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Modify
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View Revisions(if revisable Document Types are used)
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Create Revisions(if revisable Document Types are used)
For information about configuring OnBase for revisions, see the EDM Services documentation.
The first time the integration is used, this user account is added automatically to the ALL EPIC USERS User Group. For more information about this User Group, see the Integration for Epic module reference guide.