Assigning a Keyword Type to Document Types - System Administration - Cloud - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

Cloud System Administration

Platform
OnBase
Product
System Administration - Cloud
Release
Foundation 24.1
License
Essential
Standard
Premier

Once a Keyword Type is created, it can be assigned to a Document Type. Keyword Types can be assigned to a Document Type either from Document Type configuration or the Keyword Type Configuration dialog box. The process below describes how to assign a Keyword Type to one or more Document Types from the Keyword Type Configuration dialog box.

Tip:

This method is especially useful when a new Keyword Type is created and must be assigned to multiple existing Document Types.

For more information on assigning Keyword Types to a Document Type from Document Type configuration, see Configuring Document Type Keywords.

To assign a Keyword Type to one or more Document Types:

  1. From the Configuration module, select Keyword | Keyword Types.
  2. Select the Keyword Type at the Keyword Type Configuration dialog box and click Document Types. The Assign Document Types dialog box is displayed:
    Note:

    Available Document Types vary based on user privileges and whether the Keyword is assigned to the Document Type as part of a Keyword Type Group. When the Keyword Type is assigned to a Document Type as part of a Keyword Type Group (Single- or Multi-Instance), the Document Type is not displayed in the Available or Selected column.

  3. To filter Document Types by Document Type Group, select a Document Type Group from the Document Type Group drop-down list.
  4. To assign the Keyword Type to one or more Document Types, select the appropriate Document Type(s) from the Available list and click Add.
    To remove the Keyword Type from one or more Document Types, select the appropriate Document Type(s) from the Selected list and click Remove.
  5. Click Close to save your configuration and assign the Keyword Type to the selected Document Types.