Get the free OnBase New Doc Type Worksheet Date Requestor District - southcentralric
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Base New Doc Type Worksheet Reset Form Date: Submit by Email Requestor / District: Document Information Users who can access: Doc Type Group: Doc Type: Retention Information ED1 Page: ED1 Code: ED1
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How to fill out onbase new doc type
How to fill out an onbase new doc type:
01
Log in to the onbase system using your credentials.
02
Navigate to the "Document Types" section within the onbase platform.
03
Locate the "New Doc Type" option and click on it to start filling out the necessary information.
04
Provide a unique name for the new document type that accurately represents its purpose or content.
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Select the appropriate classification for the document type from the available options. This helps organize and categorize documents efficiently.
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Specify any required metadata fields that need to be filled out when uploading documents of this type.
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Define the workflow and permissions associated with the new document type, including who can access, edit, or view it.
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Determine if any indexing or indexing rules are necessary for the documents of this type.
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Consider any additional settings or configurations that may be required based on your organization's specific needs.
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Review the information entered for accuracy and completeness before saving the new doc type.
Who needs onbase new doc type:
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Organizations or businesses looking to streamline their document management processes.
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Departments within an organization that deal with a large volume of documents and require efficient categorization and organization.
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Individuals who want to improve document accessibility and searchability within their personal or professional files.
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What is onbase new doc type?
Onbase new doc type refers to a new type of document that is added to the Onbase system.
Who is required to file onbase new doc type?
The individuals or departments designated by the organization are required to file the Onbase new doc type.
How to fill out onbase new doc type?
To fill out Onbase new doc type, users need to access the Onbase system, enter relevant information, and submit the document for processing.
What is the purpose of onbase new doc type?
The purpose of Onbase new doc type is to organize and store specific types of documents in a digital format for easy access and retrieval.
What information must be reported on onbase new doc type?
Onbase new doc type may require information such as document title, date, author, and any relevant details specific to the type of document.
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