Folder Configuration - Client - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Folders Best Practices

Platform
OnBase
Product
Client
Release
Foundation 22.1
License
Standard
Essential
Premier

Use this worksheet to outline any child Folder Types or Document Types that will reside in a Folder Type. This worksheet is helpful for outlining the Keyword Types necessary to link child Folder Types to their parents. If the Folder Type doesn't contain any child Folder Types, use the Folder Document Configuration worksheet instead.

Provide the following information for each child Folder Type and Document Type in the hierarchy:

Field

Description

Child Folder or Document Type

Write the name of the child Folder Type or Document Type as it appears in Configuration.

Dynamic

Select if the child Folder Type or Document Type has dynamic foldering criteria configured.

Auto-Folder

Select if the Folder Type has auto-foldering configured.

Keyword Types

List the Keyword Types assigned to the child Folder Type or Document Type.

Keyword Types to Match

For a child Folder Type, list the Keyword Types used to link the child Folder Type to its parent Folder Type.

For a Document Type, list the Keyword Types used for either dynamic foldering or auto-foldering.