Folder Hierarchy - 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

When configuring Folder Types, you are creating a model for folder trees in the OnBase Client. A folder's position in a tree is defined by the parent-child relationships among the configured Folder Types. A Folder Type that contains other Folder Types is a parent. Folder Types residing within a parent Folder Type are called child Folder Types. Child Folder Types are also parents to any Folder Types they contain.

In the illustration above, a Folder Type named Bank Branches is the parent to the Customer Accounts Folder Type, which is the parent to Statements Folder Type. The Statements Folder Type is the child to Customer Accounts, and Customer Accounts is the child to Bank Branches. Notice Customer Accounts is both a parent and a child Folder Type, depending on the context.

When folders based on these Folder Types are created in the OnBase Client, the same parent-child relationships define their positions in a folder tree.