Auto-Folder Existing Documents - Client - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

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

After completing your auto-folder configuration, you can elect to auto-folder documents that were in OnBase before auto-foldering was configured.

  1. From the Configuration module, select Document | Document Type.
  2. Select the Document Type to auto-folder, and then click the Auto-Foldering button.
  3. Click Auto-Folder Existing Documents. A warning message displays that this process will create all necessary folders to properly store the existing documents of this type and that this operation may take awhile to complete and cannot be undone.
  4. Under Folder Type Selection, select Use All Assigned Folder Types to auto-folder documents within all folder types in the Selected Folder Types pane, or select Use Only Selected Folder Types to auto-folder only the highlighted folder types in the Selected Folder Types pane.
  5. OnBase will test the auto-foldering configuration on a sampling of documents before auto-foldering all existing documents. Enter the number of documents that you want to use for the test. Enter 0 to process without testing it.
  6. Click OK. OnBase auto-folders the documents and then prompts you to verify that the documents were auto-foldered as expected in the OnBase Client. Click OK. The following message is displayed:
    Do you wish to process the remaining documents?
  7. If you click Yes, OnBase automatically auto-folders all documents of this Document Type according to your configured auto-foldering scheme.
    Note:

    You can also auto-folder existing documents from the OnBase Client by selecting the desired document(s) and re-indexing them. Do not change any Keyword values. Select File | Re-Index and click Index. The document will be auto-foldered according to your configured auto-foldering scheme.