Assigning Document Package Keyword Types - Assigning Document Package Keyword Types - OnBase - Document Packaging - OnBase/Document-Packaging/Foundation-26.1/Document-Packaging/Configuration/Creating-a-New-Document-Package-Template/Assigning-Document-Package-Keyword-Types - Foundation 26.1 - Foundation 26.1

Document Packaging
Platform
OnBase
Product
Document Packaging
Release
Foundation 26.1
License
ft:lastPublication
2026-09-11T16:12:56.062000
ft:locale
en-US

Document Packages are OnBase documents, and so they need to be indexed with Keyword Values. You must assign the Keyword Types for the document while configuring the package template.

To assign keywords for a Document Package template:

  1. From the Document Packaging Configuration dialog box, select the template for which you would like to assign Keyword Types.
  2. Click Keywords. The Document Package Keywords Configuration dialog box is displayed, which lists available Keyword Types from the configured archive Document Type.
  3. Assign Keyword Types to the package template by selecting Keyword Types from the Available Keyword Types column and doing one of the following:

    • Click Do Not Inherit Keyword Value, or double-click a Keyword Type, to add the Keyword Type to the package template without automatically setting a value.

    • Click Inherit Keyword Value to add the Keyword Type to the package template and automatically set its value to the corresponding Keyword Value for the primary document.

      Note:

      If you select the Inherit Keyword Value option for a primary document with multiple instances of the same keyword field, the created Document Package will inherit all these values.

      As an example, a primary document with two Customer Name values is added to a Document Package. The first Customer Name keyword value is John Adams, and the second one is Janet Powers. The resulting value of the Customer Name keyword field for the final Document Package will be:

      Customer Name: John Adams

      Customer Name: Janet Powers

    To remove Keyword Types from the package template, select the appropriate Keyword Types from the Selected Keyword Types column and click Remove, or double-click them.

  4. To configure the value for an assigned Keyword Type, select the Keyword Type in the Selected Keyword Types list and click the Value button. The Keyword Value Configuration dialog box is displayed.
  5. Enter any combination of static text or available variables into the Keyword field.

    Use the available variable buttons to insert a variable. You can also manually type the variable symbols into the Keyword field. Variables are dynamically populated during package creation. For more information on available variables, see Using Variables in Keyword Values, Headers, and Footers.

    Note:

    The Keyword textbox is limited to a maximum of 150 characters.

    CAUTION:

    In case of any keywords with multiple instances, if only one keyword is entered into the Keyword field, all instances of the keyword will be inherited as separate keyword value instances, no matter what the value of the Repeat field is.

    If any static characters or other keywords are added in the Keyword field, multiple instances of the keyword will be saved as a single keyword value. The value of the Repeat field decides how many instances are added to the keyword.

  6. Click Save when finished to return to the Document Package Keywords Configuration dialog box.
  7. Configure additional Keyword Values as needed, then click Close.