Adding Keywords for Document Indexing - Hyland Integration for Encompass - 22.1 - 22.1 - Ready - Other - external

Hyland Integration for Encompass
Platform
Other
Product
Hyland Integration for Encompass
Release
22.1
License

All documents that are retrieved from Encompass are initially brought into OnBase as either an Encompass Assigned Attachment or Encompass Unassigned Attachment document types, and then re-indexed as part of the workflow process.

As each organization may use different keywords for document indexing in their solutions, those keywords need to be added to Encompass document types created as part of the solution import for indexing.

  1. Log on OnBase Configuration.
  2. Navigate to Document | Document Types
  3. Select the Encompass Assigned Attachment document type and click Keywords.
    Note: A number of keywords already exist on this document type. You should not remove these keywords, but you can add additional keyword.
  4. Add any keywords from the Available panel on the left to the Selected panel that should exist on the indexed documents in the repository. These keywords include your specific keyword for a Loan Identifier, entity level keywords, a loan payoff date, etc.
  5. Click Save after all the keywords have been added.
  6. Select the Encompass Miscellaneous Document document type. Continue adding keywords from the Available panel on the left to the Selected panel on the indexed documents in the repository and then save the keywords.