Moving Folders in the Client - Client - English - Foundation 22.1 - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential

Client
Platform
OnBase
Product
Client
Release
Foundation 22.1
License
Premier
Standard
Essential

Depending on your system's configuration, some Folder Types may let you move folders from one parent folder to another. Movable folders offer the flexibility to change how a folder and its contents are classified in your folder system. When you move a folder to a new parent folder, OnBase can update Keyword Values on the moved folder and its contents. For a description of when and how Keyword Values are updated, read the Keyword Value Update Rules for Moved Folders.

Under some conditions, you may be unable to move a folder. For more information, see If You Cannot Move a Folder.

  1. Open the new parent folder (where you are moving a folder to) in the Folder Tree pane of the advanced File Cabinets window. This ensures you can access the folder in a later step.
  2. Select the folder you want to move in the Folder Tree pane.
  3. From the Folder Tree pane, place your pointer over the folder you want to move and hold down the right mouse button.
  4. Keeping the right mouse button pressed, drag the selected folder to its new parent folder. If the folder you selected can be copied or moved, OnBase displays the folder under your pointer as you drag it.

    • To scroll up to a folder, rest your pointer on the folder or file cabinet at the top of the Folder Tree pane.

    • To scroll down, rest your pointer on the folder or file cabinet at the bottom of the Folder Tree pane.

    • To open a collapsed folder, rest your pointer over it. This feature works only if you have previously opened the collapsed folder.

  5. When the new parent folder is selected, release the right mouse button.
  6. Select Move Here to confirm the move. To cancel moving the folder, select Cancel.

    If OnBase won't let you move the folder, see If You Cannot Move a Folder to verify whether all requirements are met.

    When you move a folder, you may be prompted to confirm that you want to continue. OnBase asks for confirmation under these conditions:

    • The move and Keyword update operation will take longer than three seconds.

    • The moved folder or new parent folder have multiple or blank values for any of the common parent Keyword Types. Under these conditions, no values will be updated.

    For more information about how Keyword Values are updated, see Keyword Value Update Rules for Moved Folders.