To create and attach a new document:
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Open the OnBase object to which you want to attach a document.
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Click the Import button in the main ribbon or click on Documents on the main ribbon and click Add.
The Import tab is displayed.
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Click Browse and browse to the appropriate file you want to import and attach to the object.
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Select the appropriate Document Type from the drop-down list. You can narrow the list of Document Types listed by selecting a specific Document Type Group from the Document Type Groups drop-down list.
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Ensure that the file type identified in the File Type drop-down list is the correct format for the document to be attached.
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Enter the appropriate Keyword Type values.
Note:
If you selected a Document Type that has pre-configured mapped values, values will be populated in the appropriate fields.
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Click the Import button. The document will be attached to the object and will be available for retrieval in OnBase.
You can also attach a document and initiate the import feature by dragging and dropping a file onto a view.
