The following table outlines the required configuration settings for the correction request form's Document Type. For more information about Document Type configuration, see the System Administration module reference guide.
|
Document Type Configuration |
Description |
|---|---|
|
Settings |
Set the Default File Format to Electronic Form. |
|
Keyword Types |
Ensure the Document Handle Keyword Type is assigned. OnBase Workflow can use this Keyword Type to link the request form to the submitted document. The Document Handle Keyword Type also must be assigned to the Document Types of documents that may be submitted for corrections. Note:
Ensure the Document Handle Keyword Type (#19) is named Document Handle. If this Keyword Type has a different name, the document corrections process will not work. |
|
User Group |
Assign document privileges (Retrieve/View, Create, Modify) to users who need the ability to create and submit the form. Also assign rights to users who should be allowed to access the forms through standard document retrieval in one of the OnBase clients. |
|
E-Form |
Select the form template you imported into the SYS HTML Forms Document Type. |