Deleting 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

Deleting configured Document Types should be reserved for unused Document Types that exist in OnBase. However, to delete a Document Type from OnBase, you must use the

-ROMANZO switch.

CAUTION:

Before using features enabled by the -ROMANZO switch, ensure that you understand the feature and implications of any changes to your system. Contact your service provider with any questions regarding these features. Features enabled by the -ROMANZO switch should not be made available to the casual user. Remove the -ROMANZO switch after completing necessary actions.

To delete a Document Type:

  1. Ensure that the -ROMANZO switch is enabled.
  2. Select Document | Document Types.
    The Document Types dialog box is displayed.
  3. Select an unused Document Type from the Document Type list to activate the Delete button.
  4. Click the Delete button. A confirmation dialog box is displayed:
    Note:

    Document Types that are configured for a medical record Document Type Group or are associated with a Full-Text Search catalog cannot be deleted.

  5. Click Yes to delete the Document Type permanently.
    CAUTION:

    If your system is licensed for Image Statements and you delete a Document Type that is being used as an Archived Statement Document Type, the Archived Statement Document Type is cleared. You should select another Document Type to use as the Archived Statement Document Type. See the Image Statements documentation for more information on assigning Archived Statement Document Types.

  6. Click Close to exit the dialog box.