Importing Documents - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

Upon importing documents, you can select the Initiate Workflow option to add imported documents into the life cycle(s) assigned to the Document Type to which the document was imported. Depending on your configuration, the Initiate Workflow option may not be available and upon import under this condition, Workflow will automatically be initiated.

CAUTION:

If you are using the Core-based interface, the Application Server must be appropriately installed and configured in order for the document to be added to Workflow. If the Application Server is not running, the following message is displayed: The application server is not available. The document will not be added to workflow. Would you like to continue? Clicking OK imports the document, but does not add the document to Workflow. Clicking Cancel cancels the import. Notify your system administrator if you encounter this message.