Usage Considerations - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

The following points should be considered when using this action:

  • If the document that is being copied belongs to a Document Type that is configured for auto-foldering, when the document's keywords are copied, auto-foldering is initiated.

    Note:

    When using a core-based interface, auto-foldering does not occur in managed folders for the copied document.

  • If the original document's Document Type has E-form revisions associated with it, the revision associated with the original document will be used for the copied document and not the latest revision.

  • If an original document, such as a Unity Form, has any attachments, the attachments will not be copied to the new document.

  • If you are working in an Institutional Database, the Institution # keyword will always be copied, regardless of selection.

  • When copying a document that was imported using a COLD file, the entire COLD file will be copied that contains the document, not just the portion of the COLD file that contains the document.

  • When copying a document that was imported using a DIP process, the newly created document is added to the DIP batch, even if the Document Type has changed to a Document Type not assigned to the DIP process.