Parent Folder Types - 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 top-level Folder Types in your folder system. For each parent Folder Type, provide the following information:

Field

Description

Folder Type

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

Sheet #

If applicable, write the number located at the top of the worksheet that contains more configuration information about this Folder Type.

Auto-Folder

Select if the Folder Type is part of an auto-foldering process.

Dynamic Document Types

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

Keyword Types

List the Keyword Types assigned to this Folder Type.