Re-Index Documents - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

To re-index documents in Workflow, select a document or multiple documents in the Inbox or the Related Items pane, then right-click and select Re-Index. This allows you to change the information associated with the document.

Note:

Users without the Access Restricted Keywords privilege are unable to re-index documents between Document Types that include the same Keyword Type at different restriction levels. For example, if Keyword Type A is configured as read-only or hidden for Document Type A and not for Document Type B, a restricted user cannot re-index a Document Type A document to be Document Type B, and vice versa.

See the Unity Client module reference guide for more information and important considerations for re-indexing documents.