Auto-Name - System Administration - Cloud - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Cloud System Administration

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

It is considered a best practice to customize Document Type Auto-Name strings. By default, Document Type Auto-Name strings appear as Document Type - Document Date. When customizing Auto-Name strings, include Keyword Types that will be most relevant to users. Do not include potentially sensitive information, such as Social Security Numbers, in Auto-Name strings, since this information will be visible to users viewing a list of documents from a Document Search Results list, regardless of whether they have viewing rights to the documents. For example, the members of a user group with rights to a Custom Query cannot open documents belonging to Document Types that they do not have viewing rights to, but are able to view the list of documents and their Auto-Name strings in the Document Search Results list.