This life cycle is responsible for archiving Assigned Attachments from Encompass to
OnBase. To archive the assigned attachments complete the followimg steps.
- Log into OnBase Studio
- From the Workflow, select the ENC06 – Application Processing life cycle and check out to edit.
- Navigate to ENC06 – Application Processing (Life Cycle) | ENC06 – Configuration (Queue) | System Work
- The Delete Loans from (Trash) Status task list is disabled by default. If the system should not archive documents from loans in a (Trash) status, enable this task list.
- The Delete Inactive Assigned Attachments task list is disabled by default. If the system should not archive inactive assigned attachments, enable this task list.
-
The Duplicate Attachment Detection task list is enabled
by default. If the system should not check for duplicate attachments, disable
this task list.
Note: It is recommended to enable the Disabling Duplicate Attachment Detection task list to prevent duplicate documents within the system.
- The Set Network Staging Location for Off-Ramp action must have the Constant Value field populated with a UNC path to a local file share.
- The Index Document task list is how you can add additional information from the Encompass Loan Data message item to be added as a keyword on a document.
- Click Save in the OnBase Studio ribbon