Configure OnBase for your portal AP Invoice Attachments

Complete the following steps to enable AP Invoice attachments through OnBase in Vista.

  1. Select Admin > Portal Settings > AP Review > Advanced and select Show Advanced Settings.
  2. Enable Portal Setting Use OnBase for invoice attachments.
  3. Enter the Attachment Type Name in Portal Setting OnBase Attachment Type Name as it is entered on the OnBase ViewpointMapping.xml file.
  4. Place the OnBase ViewpointMapping.xml file into the Config folder where your portal is installed.