Configuring Document Type Revisions - System Administration - Cloud - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

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

The Document Type revision feature allows you to change Document Type configuration. Changes are day forward, affecting documents brought into OnBase after the Document Type revision was created. Previously configured settings remain in effect for existing documents.

Specifically, Document Type revisions pertain to the following settings associated with a Document Type:

  • Overlay

  • View/Print

  • E-Form

  • Data Mining

  • XML Style Sheet

To create a Document Type revision:

  1. In the Configuration module, select Document | Document Types. The Document Types dialog box displays.
  2. Select a Document Type and click Add Revision.
  3. A warning dialog box displays. Click OK to create a revision of that Document Type. Click Cancel to cancel.
    If you clicked OK, a dialog box displays indicating that the requested revision has been created.
  4. Click the Overlay or View/Print button to modify the Overlay settings or View/Print settings of the Document Type revision you created.
    If your database is licensed for the appropriate modules, click the E-Form, Data Mining, or XML Style Sheet button to modify the E-Form settings, Data Mining settings, or XML Style Sheet settings of the Document Type revision you created.
    Note:

    In order to access the XML Style Sheet button, your system must be licensed for one of the following modules: E-Forms; XML Tag Import Processor; any one of the EDI processors; Integration for Open Text Fax Server, RightFax Edition; Integration for Biscom FAXCOM; or Integration for Esker Fax.

  5. A new numeric identifier displays in the Revision list to indicate the new revision.
  6. Ensure that the numeric indicator selected in the Revision list corresponds to the Document Type revision whose settings are to be defined.
  7. Configure the settings as desired.
  8. Click Apply, then Close.
  9. From this point forward, all new documents will use the newly-configured settings. All old documents will use the previously-configured settings.
    Note:

    Previous revisions cannot be selected for current use. They only remain defined for use with previous documents.