Typically, documents in chart Document Types are assigned to a chart at the time of import. At times, you may have to manually assign documents to a chart if, for example, a chart's documents are imported before the chart is created.
Manual assignment may also be necessary if the Keyword Values on imported documents do not satisfy the criteria necessary to automatically assign the documents to their proper chart. When you assign a chartless document to a chart, the Keyword Values of the document are updated with the information from the chart provided the Keyword Types are mapped to chart data fields in OnBase Configuration.
The following topics describe how to use the OnBase Client to assign documents to their proper chart: