Physical Records Management Document Type Configuration - Physical Records Management - English - Foundation 22.1 - OnBase - external

Physical Records Management
Platform
OnBase
Product
Physical Records Management
Release
Foundation 22.1
License

Upon import into OnBase, documents are assigned to a Document Type.

In order to allow documents imported via the Physical Records Management process format to be assigned to a Document Type, the Document Type must first be assigned to the Physical Records Management process format. Documents cannot be assigned to Document Types that have not been assigned to the Physical Records Management process format.

To assign a Document Type to the process format:

  1. From the OnBase Configuration module, select Document | Physical Records Management | Import Processor. The Physical Record Import Configuration dialog box is displayed.
  2. Select the process format to be configured and click Document Types. The Assign Document Types dialog box is displayed.
  3. Select the Document Type that is to be assigned to the process format from the Available list and click Add>>. The selected Document Type is moved to the Selected list.
    To remove a Document Type from the process format, select it in the Selected list and click <<Remove. The selected Document Type is moved to the Available list.
  4. Repeat Step 3 as necessary to assign all desired Document Types to the process format.
  5. When all desired documents have been assigned to the process format, click Close.