Example of an Auto-Foldering Document Type - 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

In this example, both the Bank Account Folder Type and the Bank Account Statements Document Type have the Keyword Types Branch Number and Account # assigned. Keyword Types are assigned to Document Types from the following Document Types dialog box options:

  • Keyword Types, which displays the Keyword Type Assignment dialog box.

  • Auto-Foldering, which displays the Auto-Folder Configuration dialog box. Selecting Keyword Types displays the Auto-Folder Keywords dialog box.