Folder Tree 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 the hierarchy of contents within each parent Folder Type. Provide the following information for each child Folder Type in the hierarchy:

Field

Description

Folder Type

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

Static

Select if folders contain static links to documents.

Dynamic

Select if folders are dynamically populated with documents based on configured criteria.

Write the number located at the top of the Folder Document Configuration worksheet that contains dynamic configuration information for this Folder Type.

Auto-Folder

Select if the Folder Type has auto-foldering configured.

Write the number located at the top of the Folder Document Configuration worksheet that contains auto-folder configuration information for this Folder Type.

Parent Folder

Select if the Folder Type is a parent Folder Type containing other Folder Types.

Write the number located at the top of the Folder Configuration worksheet that outlines child Folder Type information for this Folder Type.

Keyword Types

List the Keyword Types assigned to this Folder Type.

Keyword Types to Match

List the Keyword Types used to link this Folder Type to its parent Folder Type.