Child Folders - Application Enabler - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Application Enabler

Platform
OnBase
Product
Application Enabler
Release
Foundation 23.1
License
Standard
Essential
Premier
  1. Right click on the file cabinet you just created and select New Child. This folder will contain the Document Types archived using the enabled application.
  2. Ensure that the following options on the Settings tab are selected for the child folder:
    • Usage: Client

    • Contents: Folders and Documents

    • Contents: Dynamic Document Types

    • User Options: User Creatable

    • User Options: User Searchable

    • Child Folder Manual Add Options: Cannot Manually Add Child Folders

  3. On the User Groups tab, select the User Groups that will have access to the child folder.
  4. On the Keyword Types tab, add the Keyword Types created for use with the enabled application that are present on the Document Types this folder will contain.
  5. On the Auto-Name tab create an auto-name string for the folder.
  6. On the Display tab, select icons for the folder.
  7. On the Parent Type tab, ensure that the Parent Folder Type is set to the file cabinet you created.
  8. On the Auto-Folder tab, add the Document Types created for use with the enabled application that are assigned to the documents this folder will contain.
  9. Assign the Auto-Folder Keywords as required. You can also configure the Auto-Folder Keyword Types later by clicking the Keyword Types button.
  10. Select Auto-Folder Using this Keyword for the Keyword Types created for the unique fields on the enabled pages. This allows Folders to be automatically created, if they do not already exist, when a document with a matching Keyword value is retrieved.
  11. On the Dynamic tab, add the same Document Types as you did on the Auto-Folder tab.
  12. Assign the same Keyword Types to the Document Types as you did on the Auto-Folder tab.
  13. Click Save. Repeat these steps for each child folder you need to create.
  14. Click Close.