Advanced Capture - Technical Requirements Overview for New Installations and Upgrades - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/Technical-Requirements-Overview-for-New-Installations-and-Upgrades/Foundation-24.1/Technical-Requirements-Overview-for-New-Installations-and-Upgrades/Part-2-Support-Items-of-Note/Module-Specific-Support-Items/Advanced-Capture - 2024-03-25

Technical Requirements Overview for New Installations and Upgrades

Platform
OnBase
Product
Technical Requirements Overview for New Installations and Upgrades
Release
Foundation 24.1
License
Premier
Standard
Essential

If your OnBase solution is configured to use Institutional Databases, Advanced Capture forms can be created at the institution level or at a global level.

  • Institution level forms are only available to the institution that they were created for.

  • Global level forms are available to all institutions that are part of your OnBase solution.

Non-super users can only create and configure Advanced Capture forms for their own institutions.

Super users can configure Advanced Capture forms for any institution, provided that the institutions using the forms have access to the Document Types and Keyword Types associated with the form. Super users can also configure global Advanced Capture forms.

It is considered a best practice for super users to create only global Advanced Capture forms. Non-super users should create all institution level Advanced Capture forms.