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

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

A Document Type provides the ability to group documents with shared characteristics together. Characteristics can include File Formats, Disk Group Storage Locations and any other logical groupings for business purposes.

To configure a Document Type:

  1. In the Configuration module, select Document | Document Types. The Document Types dialog box is displayed.
  2. Select a Document Type Group to which the Document Type will be assigned. See Configuring Document Type Groups for more information on Document Type Groups.
  3. Type the name of a new Document Type into the Document Types field (65-character maximum) and click Create.

    (Optional) Include a prefix to your Document Type names to help indicate the Document Type Group to which the Document Type belongs. For an example of a Document Type Name with a prefix, see Example of Document Type Name with a Prefix.

    The new Document Type is added to the Document Type list and the Configuration dialog box displays. See Configuring Document Type Settings for more information.

  4. Define configuration parameters in the Configuration dialog box. These parameters can later be changed by selecting the Document Type and clicking Settings.
  5. Assign User Group access to the Document Type. See Configuring Document Type User Groups for more information.
    Note:

    If a User Group is not assigned, you may no longer be able to view or edit the Document Type after it is created.

  6. Continue to define all configuration parameters for the Document Type using the configuration buttons on the right side of the dialog box.
  7. When all configuration parameters are satisfactory, click Save.