The Hyland Integration for Encompass comes with a packaged workflow which can be obtained by contacting your first line of support. The workflow requires a few minor modifications following the import in order to correctly index documents received from Encompass.
Note: It is recommended to have a current backup of any OnBase
database prior to performing a new solution import.
- Log into OnBase Configuration
- Navigate to Utils | Change Control | Import Configuration Items
- Browse to the solution import package provided by your first line of support.
- Click the Auto Resolution button.
-
Leave the default options checked and click Automatically Resolve
All Items.
- Create Unmatched Items (checked)
- Override Existing Actions (unchecked)
- Auto Resolve Using Previous Decisions (selected)