Re-Indexing Records - 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

If you need to change the Document Type to which the record belongs, you must re-index the record. In addition, Keyword Type values and the Document Date can be changed.

Note:

The File Type drop-down field is disabled and cannot be modified during re-indexing for a physical record.

To re-index a record.

  1. Either open the record locator or select a record in a Document Search Results list.
  2. Select File | Re-Index.
  3. Enter the appropriate information.
  4. Click Index.

For more information about re-indexing, see the Client help files.