ENC06 – Application Processing - 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

This life cycle is responsible for archiving Assigned Attachments from Encompass to OnBase. To archive the assigned attachments complete the followimg steps.
  1. Log into OnBase Studio
  2. From the Workflow, select the ENC06 – Application Processing life cycle and check out to edit.
  3. Navigate to ENC06 – Application Processing (Life Cycle) | ENC06 – Configuration (Queue) | System Work
  4. 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.
  5. The Delete Inactive Assigned Attachments task list is disabled by default. If the system should not archive inactive assigned attachments, enable this task list.
  6. 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.
  7. 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.
  8. 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.
  9. Click Save in the OnBase Studio ribbon