The tabbed Folder Type configuration dialog box provides the ability to see the relationships between Folder Types and to configure all settings from one location. You can access this dialog box in the Configuration module by selecting Document | Folder Types.
The folder tree pane shows existing Folder Types and their relationships.
-
To quickly expand all the branches in a tree, select the top-level Folder Type, right-click, and select Expand Tree.
-
To close all the folders in the tree, select the top-level Folder Type, right-click, and then select Collapse Tree.
Define relationships between Folder Types by creating new Folder Types within other Folder Types in the folder tree. You can also define these relationships from the Parent Type tab in the right pane. Both methods instantly update the folder tree to reflect the relationship.
The right pane provides a tabbed display of the configuration options available for the selected Folder Type. These tabs organize Folder Type configuration into logical tasks, such as assigning Keyword Types to a Folder Type and defining how folders are displayed in the OnBase Client and other applications. When you modify a Folder Type's configuration, the title bar displays an asterisk (*) next to the Folder Type name to indicate that there are unsaved changes.
Depending on a Folder Type's configuration, specific configuration options become available or unavailable to indicate which are allowed for your particular configuration. For information about when specific options are unavailable, see Folder Configuration Tabs and Options Are Unavailable.