Document Types - XML Index Document Import Processor - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

XML Index Document Import Processor

Platform
OnBase
Product
XML Index Document Import Processor
Release
Foundation 23.1
License
Standard
Essential
Premier

When you import documents into the system, they must be assigned to a Document Type. An XML Index DIP process must be configured to include all Document Types that documents imported as part of the process may be assigned to.

CAUTION:

If the XML Import Index File contains multiple Document Type Keyword Values and you only assign one Document Type to the XML Index DIP process, all of the files will be imported into the only assigned Document Type.

Multiple file formats can be processed into the same Document Type. For example, PDF and text files can be imported via XML Index DIP into the same Document Type, as long as the file type is specified in the XML Import Index File.

Tip:

It is considered a best practice to include the >>File Type Default Keyword Type in the XML Import Index File if you are importing files of a different file format than the Document Type's Default File Format.

If a Document Type is set to use Image File Format as its Default File Format, the XML Index DIP process behaves slightly differently than if the Document Type is set to use a different Default File Format. See Document Type Default File Format Considerations.

Note:

Thumbnail image file formats are not intended for use in an XML Index DIP process.

To add Document Types to an XML Index DIP process:

  1. In the Configuration module select Import | XML Index DIP . The XML Index Document Import Configuration dialog box is displayed:
  2. Select the correct XML Index Document Import Processor Format and click Document Types. The Assign Document Types dialog box is displayed.
  3. From the Available list, select a Document Type that is in one or more records in the XML Import Index File and click Add>>. Repeat for any additional Document Types that are in the XML Import Index File.
    Note:

    If you cannot see the full name of your XML Index DIP Format, Document Type or Field Order, use the scroll bar located at the bottom of the window in the XML Index Document Import Configuration and Assign Document Types dialog boxes.

  4. Remove Document Types, if necessary, by selecting them in the Selected list and clicking << Remove.