Indexing Tab - Interaction with ShareBase - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Interaction with ShareBase

Platform
OnBase
Product
Interaction with ShareBase
Release
Foundation 23.1
License
Standard
Essential
Premier

When the Monitor New Documents option is selected, indexing options must be configured in order for documents in the monitored ShareBase folder to be uploaded to OnBase and indexed correctly. A Document Type and associated Keyword Types and values must be configured. Optionally, you can configure a scan queue for documents to enter.

Option: Use Document Type:

In the Use Document Type drop-down list, select the Document Type for the documents in the monitored ShareBase folder.

Option: Use Scan Queue:

If necessary, select a scan queue into which documents from the monitored folder should be added after they are uploaded to OnBase.

Option: Keyword Values

You can add Keyword Types and values to be indexed to new documents in the monitored folder. To add a Keyword Type and value, In the Keyword Type drop-down list, select the Keyword Type you want to configure for documents in the monitored folder. If the selected Keyword Type is configured using a Specific Currency data type, the Currency Format drop-down list is enabled, allowing you to select the currency format you want to use.

Next, select the Value that should be indexed to the selected Keyword Type. In the Keyword Type drop-down list, you can select the Keyword Type you want to configure for documents in the monitored folder.If the selected Keyword Type is configured using a Specific Currency data type, the Currency Format drop-down list is enabled, allowing you to select the currency format you want to use.

  • For Constant Value- You can enter a constant value to index to the selected Keyword Type.

  • For Property- You can enter a property name containing the value to index to the selected Keyword Type.

  • For Keyword- You can select a Keyword Type from the source document in Workflow from which the Keyword Value will be pulled.

Then, click OK. You can repeat this process to add additional Keyword Types. You can modify a configured Keyword Value by selecting the Keyword Value and clicking Modify. You can select and click Delete to delete a configured Keyword Value.