Import Document - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

The Import Document action allows users to import a document into OnBase. When the action is executed, the Import Document dialog box is displayed.

This action allows a user to import documents into a Document Type for which they may not have rights. In addition, a user does not need to have the Create Revision privilege granted in order to create a revision of a document.

After executing the action, the right to import a document into a Document Type for which the user does not have rights lasts 90 minutes. After that time has elapsed, if the task has not been completed, the task fails.

CAUTION:

If you are using encrypted keyword functionality, encrypted keywords are not masked and the values are displayed as read-only in all interfaces.

CAUTION:

If a user executing this action does not normally have rights to view the document the action is executed upon, executing this action gives the user viewing privileges to the specified document for the duration of their session.

Note:

If you are executing this action in the Unity Client, you can import multiple documents at one time. For more information about importing multiple documents, see the Unity Client documentation.