Updating Documents

Documents can be updated in OnBase as a result of a Form submission. There are two ways a document can be updated:

• By updating just the Document's Keywords
• By creating a Document Revision

Selecting the 'Update Document' action

In order to allow users to amend previously provided information, it may be necessary to display or pre-fill data that is held on the Document or was provided in the original form submission, or to use such data to route the user through the form. The integration includes two Form Logics which aim to satisfy those requirements:

• Fetch document keyword Logic
• Response from previous form submission Logic