12-03-2014 11:03 AM
Hello,
I´ve been looking to setup an autofill that allows me some way to let On base Know the document type that is about to be indexed so we can avoid doing it manually because it takes a lot of time. We have always the same order when it comes to index a new document or group of documents but sometimes we have to change several times the document type during the indexing process of each batch.
Thanks in advance.
12-03-2014 01:07 PM
12-03-2014 01:19 PM
How are your documents coming into the system. If you are scanning these documents, you can do a pre-index in which you pick your document type when you scan the batch of documents. Then every document that is scanned in that batch has the same document type assigned to it. You could also go with using doc type barcode separators during scanning and then the barcode will identify which type of document is being scanned.
An Autofill will not set the document type for you because until you define the document type, OnBase wouldn't know what autofill would need to be applied.
12-03-2014 01:23 PM
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