Option:Archive Document - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

Selects how the new document should be stored in OnBase. The following options are available:

  • As Active Document- Select As Active Document if you want the modified email message to replace the active work item.

    Note:

    Only non-revisable Document Types can be replaced.

  • As Rendition of Active Document- Select As Rendition of Active Document if you want the modified email message to be archived as a rendition of the active work item.

  • As New Document- Select As New Document if you want the modified email message to be archived as a new document.

    If the As New Document option is selected, the following options are available:

    • Document Type- Select a Document Type from the drop-down.

    • Inherit Keywords- If you want the new document to inherit the keyword values from the active work item, select the Inherit Keywords option.

      If you select the Inherit Keywords option, select Inherit All if you want the document to inherit all of the keyword values from the active work item, or select Inherit Selected and click Configure to select which keyword values to inherit.

    • Fill Document Handle Keyword(s)- Select Fill Document Handle Keyword(s) if you want the Document Handle Keyword to be filled.

    • Inherit Note(s)- Select Inherit Note(s) if you want the document to inherit any notes from the active work item.