Adding or Modifying Keywords on a Source Document in the Separation Workspace - Unity Client - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential

Unity Client
Platform
OnBase
Product
Unity Client
Release
Foundation 24.1
License
Premier
Standard
Essential
Note:

The Modify Keyword privilege is required to add or edit keywords in Document Separation. For more information, contact your system administrator.

Note:

The Keyword panel may display automatically if there is a document with invalid keywords in the Separation Workspace.

Keywords on source documents can be added or modified from the Document Separation window. To add or modify keywords on source documents:

  1. Select the desired document and click Keywords in the View ribbon group:

    Document and Keyword Type fields are displayed in the Add/Modify Keywords pane. These fields are used to re-index the original document(s).

    Note:

    Depending on your system's configuration, one or more Keyword Values may be displayed as read-only and/or a masked value.

  2. Add or edit keywords as needed. Modified fields are highlighted in blue. For more information on editing keywords within an Add/Modify Keywords pane, see Add / Modify Keywords.
  3. To re-index the source document with the modified or newly-added keywords, click the Close button. The Add/Modify Keywords panel is hidden and documents will be re-indexed when saved.