Assigning and Managing Keyword Types for a Document Type - System Administration - Cloud - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Cloud System Administration
Platform
OnBase
Product
System Administration - Cloud
Release
Foundation 23.1
License
Standard
Essential
Premier

Keyword Types may be assigned to a Document Type when it is created, and assigned Keyword Types may be edited from the Document Type's page.

While on a Document Type's page, currently assigned Keyword Types are listed under the Keyword Types heading. If an assigned Keyword Type is part of a Keyword Type Group, the Keyword Type Group is displayed below the name of the Keyword Type.

To edit a Document Type's assigned Keyword Types in the OnBase Administration Portal:

  1. Select the Document Type from the Document Types page.

    The Document Type's page is displayed.

  2. Near the Keyword Types heading, click Manage.

    The Manage Keyword Types dialog box is displayed.

  3. To assign individual Keyword Types to the Document Type:
    1. Click Keyword Types.
    2. Filter the list of Keyword Types by entering text in the Search Keyword Types field.
    3. Click a Keyword Type from the Keyword Types list. Assigned Keyword Types are displayed in the Assigned table with a key symbol () next to its name.
  4. To assign Keyword Type Groups to the Document Type:
    1. Click Keyword Type Groups.
    2. Filter the list of Keyword Type Groups by entering text in the Search Keyword Type Groups field.
    3. Click a Keyword Type Group from the Keyword Type Groups list. Assigned Keyword Type Groups are displayed in the Assigned table with a folder symbol () next to its name.
      You may see which Keyword Types are included in a Keyword Type Group by hovering your cursor over the information symbol () next to its name.
  5. To remove an assigned Keyword Type or Keyword Type Group from the Document Type, click a Keyword Type or Keyword Type Group listed in the Assigned table.
  6. To reorder how a Keyword Type is displayed in the Assigned table, click the Sort symbol () to the left of its name and drag the item up or down the list.
  7. Click OK.

    The Keyword Types list on the Document Type's page updates to reflect the new Keyword Type assignment.

  8. Click Save to save your changes to the Document Type.