In order for users to upload photos or create forms, each document type that will be used for uploading photos or creating forms must be configured as a Mobile Document Type. Mobile Document Types are configured in the Configuration Module.
-
From the Configuration module, select Document | Mobile Document Types. The Document Types for Mobile Applications screen is displayed.
The following must be true for Document Types configured as Mobile Document Types:
-
Users must have the necessary rights and privileges to view or create documents. See Configuring User Group Privileges.
-
Users must also be assigned Document Type rights to all documents that they need to view or create in the Mobile Healthcare app.
-
Document Types must be part of a Medical Document Type Group.
-
Document Types used for uploading photos must have a default file format of Image.
Additionally, a primary AutoFill Keyword Set must be configured for forms and photos to be uploaded to OnBase. See the following section, Configuring AutoFill Keyword Sets, for details.