Assigning Document Types to a Life Cycle - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard
Note:

This only applies to life cycles that route documents

Document Types are assigned to a life cycle in the Document Types tab of the Properties pane.

To assign a Document Type to a life cycle:

  1. In the Document Types tab, click Add.
  2. Select the check box next to the Document Type you want to assign to the life cycle.
    If you want to only view the Document Types that are currently assigned, select the Show only included items check box. You can also use the Find field to enter the name of a Document Type you want to find.
  3. Select the check box above the list of Document Types to toggle between selecting all Document Types, no Document Types, or the Document Types already selected.
  4. When you are done configuring the Document Types, click OK.

You can remove a Document Type assignment by selecting it and clicking Remove.