04-12-2019 09:36 AM
Hi all!
Does anyone know if you change the name of an existing document type? I have a customer that wants to rename an existing document both historically and moving forward, but alas, I am coming up short on finding an option that would allow me to do that.
Rich
04-12-2019 10:01 AM
Hey Rich,
To accomplish this, you should simply be able to double click on the Document Type Name in OnBase configuration and a dialog will be presented to update it. Please note however, if this is part of the Auto Name string and they are wanting to update this as well, you will need to use the option to rename existing documents (which can take some time if there are a large number of documents).
Hope this helps!
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