Assigning and Managing Document Types in a Keyword Type Group - 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 Type Groups may have multiple Document Types assigned to them, and a Keyword Type Group may have their assigned Document Types edited from their Keyword Type Group page. While on a Keyword Type Group's page, the Document Types currently assigned to that Keyword Type Group are listed under the Document Types heading.

To edit the Document Types assigned to a Keyword Type Group in the OnBase Administration Portal:

  1. Select the Keyword Type Group from the Keyword Type Groups page.

    The Keyword Type Group's page is displayed.

  2. Near the Document Types heading, click Manage.

    The Manage Document Types dialog box is displayed.

  3. In the Document Types table, click a Document Type to assign that Document Type to the User Group or click Select All to assign all Document Types to the User Group. Assigned Document Types are displayed in the Assigned table.

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

  4. To remove an assigned Document Type from the Keyword Type Group, click a Document Type listed in the Assigned table. To remove all assigned Document Types from the Keyword Type Group, click Unselect All.
  5. Click OK.

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

  6. Click Save to save your changes to the Keyword Type Group's page.