Updating Keywords with the AutoFill Keyword Processor - Records Management - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Records Management

Platform
OnBase
Product
Records Management
Release
Foundation 22.1
License
Standard
Essential
Premier

When the AutoFill Keyword Processor updates Keyword Values on documents, it can skip documents locked by Records Management. This behavior is controlled by the Skip documents locked by Records Management option, which can be applied to the process in both OnBase Configuration and the OnBase Client.

  • If this option is not selected (default), then the processor updates applicable documents that are locked by Records Management. The Records Management transaction log records any documents that are updated while residing in managed folders that are not open.

  • If this option is selected, then the processor does not update applicable documents that are locked by Records Management. The verification report records any documents that have not been updated because they reside managed folders that are not open.