The settings under Client Based Products detail which rights for specific client-based products a user assigned to the selected User Group is able to access.
The following settings are available under Client Based Products:
Changes to the User Group's page are not saved until you click Save.
| Client Based Product Right | Description |
|---|---|
| Create List Report |
SYS List Contents Reports Document Type.Allows the user to generate a List Report. The report is stored in the Allows the user to generate a Keyword List when View Keyword Rights are also enabled. Note:
Any user granted rights to administer batch queues has the right to create a List Report on the batch or batches. This privilege applies only to the ability to generate reports from hit lists. |
| Statement Rendering |
Allows the user to generate a List Report. The report is storedAllows statements to be created by system administrators and generated (individual or batch) in OnBase. |
| Generate CSV Files |
Allows users to generate CSV files when View Keyword Rights and Create List Report are also enabled. For more information, see the Client, Unity Client, or Web Client documentation. |
| Client Based Product Right | Description |
|---|---|
| Full-Text Search |
Allows the full-text search field to be displayed in OnBase when Full-Text Search is licensed. |
| Client Based Product Right | Description |
|---|---|
| Document Distribution |
Allows users to run Document Distribution processes on documents that are not associated with the Image Statements module. |
| Advanced Document Splitter |
Enables the ability to use the Document Separation window in the OnBase Client and Unity Client. Note:
To perform ad hoc Document Separation actions in the Unity Client, the User Group must also be assigned the Separate Documents privilege. |
| Word Document Composition |
Enables the ability to compose documents based on pre-configured templates. For licensing and usage information, see the Document Composition or Electronic Plan Review documentation. |
| Document Composition Administration |
Enables the ability to configure templates. For licensing and usage information, see the Document Composition or Electronic Plan Review documentation. |
| Folio |
Allows users to create and configure their own folios and add documents to them. For licensing and usage information, see the Unity Briefcase or Integration for Netsmart Homecare documentation. |
| Add/Modify CAD Services Hotspots |
Allows the user to configure hotspots on computer-aided design (CAD) documents. |
| Client Based Product Right | Description |
|---|---|
| Workflow |
Enables all Workflow functionality in the client, such as "execute user work" and "purge document". Licensing for Workflow is also required. |
| Workflow Restricted |
Enables all Workflow functionality in the client but denies client users the option to Execute Workflow or Add to Workflow from right-click menus outside of Workflow. |
| Client Based Product Right | Description |
|---|---|
| WorkView |
Enables all WorkView functionality in the OnBase modules. Licensing for WorkView is also required. |
| Client Based Product Right | Description |
|---|---|
| Hosted Signature Uploading |
Allows users to upload documents for signing and check package statuses. For licensing and usage information, see the Integration for DocuSign eSignature documentation. |
| Hosted Signature Monitoring |
Allows users to check package statuses. For licensing and usage information, see the Integration for DocuSign eSignature documentation. Note:
This option is not required for checking package statuses if the User Group is already assigned the Hosted Signature Uploading privilege. |
| Hosted Signature Config |
Allows users to connect a signature service to OnBase, manage and configure hosted signature locations, and schedule hosted signature polling. For licensing and usage information, see the Integration for DocuSign eSignature documentation. |
| Client Based Product Right | Description |
|---|---|
| Intelligent Capture AP Verification |
Allows users to train the Intelligent Capture for AP engine to identify where AP data can be found on documents. For licensing and usage information, see the Intelligent Capture for AP documentation. |
| Interactive Data Capture |
Allows users to perform advanced indexing techniques on batch documents. For licensing and usage information, see the Advanced Capture or Intelligent Capture for AP documentation. |
| Client Based Product Right | Description |
|---|---|
| Host Application Enabler |
Allows for the configuration of settings for Terminal Emulation in the Configuration module, and access to those settings in OnBase. The product license for Host Application Enabler is also required. |
| Customer Information |
Enables the viewing and maintenance of Customer Information (Document Distribution module) from OnBase. If enabled, the and menu options are available to the selected User Group. |
| Send Ad Hoc Cavion Notifications |
Enables the ability to send Cavion notifications on an ad hoc basis. For licensing and usage information, see the Integration for D+H Phoenix documentation. |
| Signature Pad Administration |
Allows access to Signature Pad Administration. For licensing and usage information, see the Signature Pad Interface (TWAIN) documentation. |
| Field Application |
Allows access to the Field Item Download layout. For licensing and usage information, see the Unity Briefcase or Integration for Netsmart Homecare documentation. |
| Combined Viewer |
Allows access to Combined Viewer. For licensing and usage information, see the Combined Viewer documentation. |