Configuring Document Type Usage - System Administration - On-Premises - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

On-Premises System Administration
Platform
OnBase
Product
System Administration - On-Premises
Release
Foundation 22.1
License
Essential
Standard
Premier

You may configure a Document Type to allow Usage Search which will query for the following types of information:

  • Departments that typically use the document

  • Source of document

  • Business Application

  • Workflows that use this document

    Note:

    This function works in conjunction with the Client module's Usage Search functionality.

  1. In the Document Types Configuration dialog box, select a Document Type for which you want to add Usage Search information.
  2. Click the Usage button to display the Document Type Info dialog box.
  3. The Document Type Info dialog box displays four text panes that are "free forms," meaning you may enter any text according to your organization's document set up or document's business use and policies. Enter text in each text box, guided by the following description for each pane:

    • Departments that typically use the document- specify the departments that use this document.

    • Source of Document- specify the creator or originator of the active Document Type.

    • Business Application- specify the business use or business application of this selected document.

    • Workflow that use this Document- specify here the workflows or business processes that include this Document Type.

  4. When you have finished entering text in their respective text panes, click Save.