UPDATE: Thanks to a phenomenal response from Community members, we have satisfied our quota for on-prem candidates. All customers and partners with Config experience are encouraged to complete the survey portion, but the call for interview participan...
I have two Workflows for AP Invoices; one workflow is for invoices with PO’s and the other is Invoices with No Po’s. And both workflows are setup to restrict users to seeing only invoices assigned to them in the Unity Client using User Administration...
Hi, Im looking for an easy way to manage the AFKS from the unity client. Any idea? BestMarc
I am looking to find a way to merge documents with matching keywords together into a single document. Is there a way to do that using the scripting in a workflow? I looked at the Hyland SDK documentation and couldn’t find anything, but thought I mi...
In configuration, when creating a new item, there are some options that are set by default that we'd prefer weren't set. For example, when creating a new Document Type: Or when creating a new User Group: I vaguely remember modifying the default Use...
Q: If any step of the file upload fails before the final archive POST, does the remote service need to call the delete method on that upload ID generated in step 3 below, or will the OnBase API take care of the "housekeeping" for that? Example:1) POS...
Hi all, We recently upgraded our system to EP3 and found out duplicate keywords showing in the unity client keyword list. When we tried to delete them and save, they came right back. Thick client does not show they are duplicated. Does anyone had th...
This might be a longshot, but I'm hoping there's a setting some where that could prevent the need for having another keyword to hold the document date and time.
Hi,I am looking to build a report that can pull all the docs information available on the doc types configured against a mailbox importer account. Has anyone done this before or any suggestion on how can this be accomplished?
I have a custom Query that is querying a virtual eForm. The result list is all that is needed. I want to disable the ability to double click on a line item to see the document since a virtual eForm is not a document. When you attempt a double clic...
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