Use the following steps to create a file cabinet and assign it to a Folder Type.
-
In OnBase Configuration, select Document | File Cabinets to open the File Cabinets dialog box.
-
Type the file cabinet's name in the field provided.
-
Click Create. The File Cabinet Settings dialog box is displayed.
-
Under Folder Type, select the Folder Type created for the file cabinet. This Folder Type must have no parent Folder Types.
-
Click Save.
Note:
Once a file cabinet is associated with a Folder Type, the Folder Type's Parent Type tab is unavailable and the parent Folder Type assignment is ignored. When the file cabinet is deleted, the Parent Type tab is available and the parent Folder Type assignment is restored.
-
You are prompted to assign User Group access to the file cabinet. Select User Groups from the Available Groups list and click Add to move them to the Selected Groups list. These User Groups can access the file cabinet in the Client.
-
Click Close to save the setting.
-
Continue to define the Folder Types and folder structure for the file cabinet.
Tip:
From the Folder Types Configuration dialog box tree view, you can select a Folder Type, right-click and select File Cabinet to see the file cabinet to which the Folder Type is assigned. You can also modify the User Groups assigned to a file cabinet from that location.
