A Document Merge Item is a pre-configured layout comprised of an overlay, font, and, optionally, data (e.g., Keyword Values, the user name of the current user, etc.). When a Document Merge Item is applied, the specified overlay and data is redacted onto the document (i.e., the Document Merge Item information is stamped onto the original document).
Document Merge Items are created in the OnBase Configuration module; once configured, Document Type Merge Items can be assigned to one or more Document Types.
In order to configure merge items, you must belong to a User Group with the Document Configuration configuration right. For more information on User Group rights, contact your system administrator.
There are two types of Document Merge Items you can create:
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Front Office Scanning Indexing. The Document Merge Item is automatically assigned to the document (i.e., it is stamped on the document) when a document is assigned to a Document Type in the Front Office Scanning client.
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HL7 Document Merge Item.The Document Merge Item automatically creates a document from data from an HL7 message detected by the HL7 Listener and the Document Merge Item.
To configure a Document Merge Item:
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From the OnBase Configuration module, click Document | Document Merge Items. The Merge Item Configuration dialog box is displayed.
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Click Create. The Merge Item Settings dialog box is displayed.
Note:To modify an existing Document Merge Item, select it from the Merge Item list and click Settings to display the Merge Item Settings dialog box.
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To add data (e.g., Keyword Values, the user name of the current user, etc.) to the Document Merge Item, click Keys. The Merge Item Keys Configuration dialog box is displayed.
Note:
This step is not required. A Document Merge Item can be configured with only an overlay.
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Click Add>>. The Merge Key Settings dialog box displays.
