This section provides instruction for configuring the following items:
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File Cabinets - File cabinets must be configured before users can access folders in the OnBase Client. See File Cabinet Configuration
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Folder Types - See Folder Type Configuration for information about configuring Folder Types, including Keyword Type assignment and display options.
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Folder Templates - Folder templates help manage the view of folder contents. Document Keyword Values are checked against the template's Keyword Values, and only documents with Keyword Values that match template values are displayed. For configuration information, see Folder Template Configuration.
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Folder Filters - Folder filters help users quickly find the documents by filtering and organizing the folder contents. For configuration information, see Folder Filter Configuration.
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Related Folders - Related folders allow users to quickly access related information stored in different parts of the folder hierarchy. For configuration information, see Related Folder Type Configuration.
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Auto-Foldering- Auto-foldering provides the ability to automatically file documents into a folder structure in OnBase based on document Keyword Values. For configuration information, see Auto-Foldering.
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Folder Type Custom Queries- OnBase Custom Queries allow users to retrieve folders across multiple Folder Types. Results are displayed in a sortable list, which allows users find folders quickly. HTML Custom Queries can be used to provide a simple custom interface for folder retrieval.
Additionally, the following topics provide information on administering and troubleshooting folders.
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Folder Administration- This topic provides information on administering folders in the OnBase Client, including how to view a folder's history and delete folders from Folder Maintenance. See Folder Administration.
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Troubleshooting- This topic provides information on addressing possible issues with folders and their configuration. See Troubleshooting.
Some folder configuration options are not supported in the OnBase Web Client. For information about where folder configuration options are available, see Folder Feature Support.