To run a physical record import process:
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Right-click on the process and select PRI Processor. The Physical Record Import Processor dialog box is displayed.
The options specified at this dialog box control the way data is processed and archived into the database. The options are explained in the table below.
Process Format Option
Description
Store Document Indices
Stores the processed documents in the database, along with their Keyword Values and document name. This option is enabled by default.
Store Document Data Files
Moves the data file to the configured disk group at the completion of processing. This option is enabled by default.
This option must be selected for processing to occur.
Store Import File
This option is not supported for use with Physical Records Management.
Create Auto Folder
Stores the files in the auto folder currently assigned to the Document Type, as the files are processed.
Note:This option is only functional when foldering has been configured. For more information, see the Folders Module Reference Guide or Help file.
Test Only
Processing only occurs in memory, and displays a Verification Report. This option will not create any documents within OnBase, and the processing file is not deleted.
Default Document Date
Allows entry of a date that will store for the documents as the Document Date. This option will override the actual document date, unless pulling from the file.
Default Keywords
Allows for selection of Keyword Types (and associated values) to be added to each document processed, in addition to the Keyword Types detected per configuration.
Process
Initiates the selected process.
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To add one or more default Keyword Values to each document processed, in addition to the Keyword Values detected by the Physical Records Management process, click Default Keywords. The Auto Assign Keywords dialog box is displayed.
Select a Keyword Type from the Keyword Types list and enter a value for it in the Keyword field. Click Add>> to move the Keyword Type and the value to the Assigned Keywords list.
To remove a Keyword Type and its associated value from the Assigned Keywords list, select the Keyword Type and click <<Remove.
Note:In order for the default Keyword Value(s) to be added to the documents imported by the Physical Records Management process, the Keyword Type(s) associated with the value(s) must be assigned to the Document Type.