Encompass Document Type Mapping Import Process - 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

A preconfigured Encompass Document Type Mapping import process has been created as part of the solution import process. Specific configuration can be viewed through OnBase Configuration. Below is a sample of the expected index.txt import file for the process. Each row should contain two values, the Encompass Title and the OnBase Document Type delimited by the pipe (“|”) pipe character.

Once populated, this autofill keyword set should not require ongoing import processes. There is a workflow ad-hoc task available in the ENC08 – Document Indexing life cycle to allow users to add new records to the autofill table as required during manual indexing.

Sample Index.txt File

Residential Loan Application|1004 – Loan Application

Pay Stubs|Income Verification

Loan Appraisal|Appraisal