Assigning Document Types to a Template - Records Management - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

Records Management
Platform
OnBase
Product
Records Management
Release
Foundation 23.1
License
Essential
Standard
Premier

A folder template is assigned specific Document Types. When the template is applied, documents from the configured Document Types are displayed to a user. Missing text placeholders may also be displayed, if documents from certain Document Types are not accounted for and missing item messages are configured.

Depending on template configuration, the template may only display the template Document Types, or it may display template Document Types followed by all other documents in the folder. For more information, see Configuring how Documents are Displayed Using a Template.

To assign Document Types to a template:

  1. From the Folder Templates dialog box, select a template.
  2. Click Document Types. The Assign Document Types to Folder Template dialog box is displayed.
  3. To narrow the list of available Document Types, select the appropriate Document Type Group from the Document Type Group drop-down list.
  4. Select one or more Document Types from the Available Document Types list.
  5. Click Add. The Document Types are added to the Selected Document Types list.
    Tip:

    Add more than one entry for the same Document Type when Keyword Type value criteria is required for either one or another value of the same Keyword Type. For more information on this concept, see Configuring a Document Type to Allow for Two or More Unique Values.

    To remove one or more Document Types from the template, select them from the Selected Document Types list and click Remove.

  6. To have the template display documents in a specific order, select a Document Type from the Selected Document Types list and click Move Up or Move Down to move the Document Type to the intended position.
  7. To configure Keyword Type criteria for the Document Types, see Configuring Keyword Type Criteria for a Document Type.