Preprocess Options Section - XML Index Document Import Processor - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

XML Index Document Import Processor

Platform
OnBase
Product
XML Index Document Import Processor
Release
Foundation 23.1
License
Standard
Premier
Essential
  • If you are going to be using a preprocessor with a process format, it is considered a best practice to run the preprocessor over your sample import index file prior to configuring the process format.

    Running a preprocessor can alter the data in your import index file (i.e., adding/subtracting line or form feeds, shifting text vertically or horizontally), and could affect the Document Fields configuration for the process format.

  • If you are going to be using a preprocessor with a process format, it is also considered a best practice to add comments to the Verification Report indicating the type of preprocessor used, and/or how the preprocessor affected the documents being imported into OnBase.

  • It is considered a best practice to always select the Backup Path check box to backup your import file prior to processing.

  • If you are running a large number of processes, it is considered a best practice to select the Create Unique Subdirectories check box.