Creating Document Type Groups - 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

The Document Type Groups page allows you to add Document Type Groups to OnBase.

To create a Document Type Group in the OnBase Administration Portal:

  1. From the sidebar, under Documents & Metadata, click Document Type Groups.

    The Document Type Groups page is displayed.

  2. Click Create Document Type Group.

    The first page of the Create Document Type Group wizard, the General page, is displayed.

  3. In the Name field, enter the name of the Document Type Group.
  4. Click Next Step.

    The Security page is displayed.

  5. In the User Groups table, click a User Group to assign that User Group to the Document Type Group or click Select All to assign all of the listed User Groups to the Document Type Group. Assigned User Groups are displayed in the Assigned table.

    You may also filter the list of User Groups by entering text in the Search User Groups field. Using the Select All option after filtering the list of available User Groups allows you to assign multiple User Groups at once.

  6. To remove an assigned User Group from the Document Type Group, click a User Group listed in the Assigned table. To remove all of the assigned User Groups at once, click Unselect All.
  7. Click Create Document Type Group.

    A message is displayed stating that the Document Type Group is created.

  8. Click View Document Type Group to navigate to the newly created Document Type Group's page and configure settings for the Document Type Group. For more information, see Editing Document Type Group Settings.

    Click Create Another Document Type Group to begin creating an additional Document Type Group.

    Click Done to return to the Document Type Groups page.