This life cycle is responsible for archiving Unassigned Attachment documents into OnBase.
To archive the unassigned attachment, complete the following steps:
- Log into OnBase Studio
- From the Workflow, select the ENC07 – Unassigned Attachment Processing life cycle and check out to edit.
- Navigate to ENC07 – Unassigned Attachment Processing (Life Cycle) | ENC07 – 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 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 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.