When configuring ROI templates, it is considered a best practice to always select the Inherit Keywords from Source Document when possible and Disable the Import Dialog options. By doing this, generated templates are more automated, so the ROI specialist does not need to manually insert Keyword Values and upload the document.
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General Settings |
Description |
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Template Name |
Displays the name of the template. Modify the template name if necessary. |
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Document Type for Composed Documents |
Select a Document Type from the drop-down list to enforce a default Document Type into which the composed document will be imported. Select <Choose at Run Time> to allow users to select the Document Type during document composition. CAUTION:
Cover Letter and Inventory document templates do not have user interaction, so the Choose at Run Time option does not apply for those templates. Therefore, a default Document Type must be defined for the Cover Letter and Inventory document templates. |
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Document Preview |
Select Preview options for composed documents from the drop-down lists: Select Choose Preview Option at Run Time to give users the option to preview documents before archiving in OnBase. Select Always show Preview before archiving to force document previewing before archiving in OnBase. Select Respect Template Security Edit Preview Setting to respect User Group template security settings. Select Restrict Edit Preview Setting to Select Placeholder Values and click Select Editable Placeholders to specify placeholders that are editable. With this setting selected, the Edit During Preview dialog box is displayed during Placeholder configuration. Note:
Previews are not displayed for documents created using the Cover Letter or Inventory template, regardless of this setting. |
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Placeholder Settings |
Click the Select Required Placeholders hyperlink to set the required Placeholders for the template. Required Placeholders must be populated in order for composition to complete. After clicking Select Required Placeholders, the Select Required Placeholders dialog box is displayed. Select the appropriate Placeholder and use the arrow buttons to move Placeholder to either the Required column or the Not Required column. Then, click Finish. |
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Inherit Keywords from Source Document when possible |
Select to inherit Keyword Values from the source document. |
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Disable the Import Dialog |
This option is enabled when Inherit Keywords from Source Document when possible and a Document Type for Composed Documents are selected. This option disables the Import pane and automatically stores the template into the Document Type specified in the Document Type for Composed Documents drop-down list. CAUTION:
Currency and Specific Currency Keyword Types are not inherited when the Import dialog box is disabled. This is a known limitation. |
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View document after archiving |
Select to view composed documents after archiving in OnBase. Note:
This option will select and disable View Document After Archiving on the Select Template Option dialog box when composing a document. |