Configuring the Physical Record Import Processor - Physical Records Management - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - external

Physical Records Management
Platform
OnBase
Product
Physical Records Management
Release
Foundation 24.1
License

You can import physical records through processing, allowing you to bring in numerous physical records at once. To configure a physical record import process:

  1. In the Configuration module, select Document | Physical Record Management | Import Processor. The Physical Record Import Configuration dialog box is displayed.
  2. Enter the name of the process.
  3. Click Create.
  4. Click Settings.
  5. Specify the appropriate parameters. For more information, see Process Settings Configuration.
  6. Click Save.
  7. Click Document Types.
  8. Assign the appropriate Document Type(s). For more information, see Physical Records Management Document Type Configuration.
  9. Click Close.
  10. Click Process Settings.
  11. Select the appropriate options for the import file.
  12. Click Save.
  13. Click Field Order.
  14. Select a Document Type.
  15. Click Field Configuration.
  16. Configure the appropriate fields in the correct order as specified in the import file.
    Note:

    A >> ID field is required.

  17. Click Close.
  18. Repeat steps 14-17 for every Document Type assigned to the process.
  19. Click Close.