Setting the Default Document Types - WorkView - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Premier

WorkView
Platform
OnBase
Product
WorkView
Release
Foundation 24.1
License
Premier

You can select a subset of Document Types that will be available for selection by default when importing a new document as an attachment of an object in WorkView. To configure default Document Types:

  1. In the Repositories pane, expand the class for which you would like to configure a Document Type Association.
  2. Select the Mappings node.
  3. In the Properties pane, select the Document Import tab.
  4. If you want to specify a default Keyword Type Map to be used when importing documents from an object using one of the specified Import Document Types, select it from the drop-down list. You can create a new map or modify the select map from the editing menu to the right of the drop-down. For more information see Creating Keyword Type Maps.
    Note:

    If a Document Type Association is configured for a Document Type within the Document Types tab for a class, the Document Type Association there is used and not the Keyword Type Map specified in the Document Import tab.

    Note:

    When creating new objects, you must save the objects before the Keyword Type Map will function during the import process.

  5. Click Add. The Import Document Types dialog box is displayed.
  6. Hover next to the Document Type you want to configure as a default Document Type and select the corresponding check box that displays. If you want to select all of the Document Types, you can place a check mark in the header of the left column.
  7. Click OK.

You can remove a Document Type from this list by selecting it and clicking Remove. The order specified will be used in the select list displayed in the client when importing documents.

You can move a Document Type up or down in the list by selecting it and clicking the up or down arrow buttons. Additionally, if you want organize the Document Types alphabetically, click the following button:

When default Document Types are configured, <WorkView Class Defaults> is displayed and selected for the Document Type Groups drop-down list in the Attach Document dialog box. The Document Types that are available from the Document Types drop-down list are only the Document Types configured as default when <WorkView Class Defaults> is selected.

Note:

In order for a user to attach documents to objects, the user must belong to a user group that has the Create document privilege.