Configuring a Folder Structure for Auto-Foldering - 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

Auto-foldering can automatically create a folder structure, or file system, when documents are imported or re-indexed into Document Types configured for auto-foldering.

  • Auto-foldering must be configured for each Document Type using either the Document Type's Auto-Folder Configuration dialog box or the Auto-Folder tab in Folder Type configuration.

  • Keyword Types must establish the relationship between documents and folders and designate the inclusion or exclusion of documents in the folders.