General OnBase Terms
All About Document Import
Workflow Rocks
100

This stores document or image in OnBase

What is a document type?

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LGL - Levy Correspondence

LGL - Levy Release/Modification

LGL - Levy & Garnishment

LGL - Employee Levy & Garnishment 

100

This stores an Index Value in OnBase

What is a Keyword Type?

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SSN or Member Number

100

This Ad Hoc Task allows to ask for Legal Advice.

What is Send to Legal?

200

This custom retrieval option pre-defines document types and allows to search by specific keyword types

What is Custom Query?

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Levies and Garnishments Custom Query

200

Name one of the new document types that supports  the Levy Process.

What is 

LGL - Levy & Garnishment  (create)
LGL - Employee Levy & Garnishment (create)
LGL - Levy Correspondence
LGL - Levy Release/Modification

200

This Ad Hoc Task allows to remove Levy from workflow.

What is Levy Request Completed?

300

This feature allows to expand Member Information based on the SSN value

What is the Autofill?

300

Name one of the keywords that are now required during document indexing

What is Levy ID or Levy Issue Date

300

This is an important function of the Send to HR Review Ad Hoc Task

What is changing the document type to LGL - Employee Levy & Garnishment?

400

This is an ability to see related Correspondence or Release/Modification documents from a Levy Request

What is a cross-reference?

400

One of these document types are no longer available for ingestion or manual import.

What is 

LGL - Levies or LGL - Levies/Subpoenas/Garnishments?

400

Name the queue where the Levy goes once hold expires.

What is Post-Hold queue?

500

This is an ability to change existing index values

What is re-indexing?
500

Name a process where the Indexed Levy documents are added

What is Levy Workflow?

500

Name the main difference between Levy and Employee Levy document types?

What is security?

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