Creating a Report Mining Process - Report Mining - Foundation 25.1 - Foundation 25.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/Report-Mining/Foundation-25.1/Report-Mining/Visual-Configuration/Process-Creation/Creating-a-Report-Mining-Process - 2025-03-17

Report Mining
Platform
OnBase
Product
Report Mining
Release
Foundation 25.1
License
Premier
Standard
Essential

Complete the following steps to add a process to the process tree.

  1. In the OnBase Client, select Processing | Report Mining Configuration | Visual Report Mining. Visual Report Mining Configuration is displayed.
  2. Right-click anywhere in the left pane.
  3. Select Add Process. A new process is added, and its name is editable.
  4. Type a name for the new process. If the name does not change, right-click it and select Edit. Doing so makes the name editable.
  5. Press ENTER to save the name.
  6. Proceed to Opening a Sample Document.