Option: Monitor New Documents - Interaction with ShareBase - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Interaction with ShareBase

Platform
OnBase
Product
Interaction with ShareBase
Release
Foundation 22.1
License
Standard
Essential
Premier

Select Monitor New Documents if the new folder should be a monitored folder. When a ShareBase folder is monitored, any documents added to that folder are automatically imported into OnBase. Documents that have been successfully imported into OnBase are then deleted from the ShareBase folder.

Note:

The ShareBase Monitor service must be installed and configured in order to use monitored folders.

The following options are available for monitored folders:

  • Add Documents to Workflow- If this option is selected, documents in the monitored ShareBase folder will initiate OnBase Workflow if Workflow is configured for the archival Document Type.

  • Create New Revision for Modified Documents- If this option is selected, documents in the monitored ShareBase folder will be uploaded to OnBase as revisions of their corresponding documents.

Additional options must also be configured for monitored folders. See Indexing Tab.