Deleting Existing and Orphaned Folders in the Client - Client - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Folders

Platform
OnBase
Product
Client
Release
Foundation 22.1
License
Standard
Premier
Essential

Folder Type configuration provides two options for deleting existing folders from OnBase:

  • Delete Orphans: Use this option to delete all empty folders based on a selected Folder Type and its child Folder Types. Empty folders, or orphans, contain no documents. This option will not delete folders if they or any of their child folders contain documents.

    Use Delete Orphans to delete all folders and child folders created when improperly indexed documents were auto-foldered.

  • Delete Folders: Use this option to delete all existing folders based on a selected Folder Type and its child Folder Types, regardless of whether they contain documents. If the folders contain documents, the documents remain available within OnBase; only the folders are deleted.

    Use Delete Folders to delete all folders of a Folder Type you no longer need. Then, delete the Folder Type itself.

Before using either of these options, be aware of the following limitations and requirements:

  • Neither option is available for Workflow or file cabinet Folder Types.

  • Folders are not deleted if they are locked by a user, for example, because a user has a folder open in the OnBase Client.

To delete existing folders based on a Folder Type:

  1. In OnBase Configuration, select Document | Folder Types.
  2. Select the Folder Type from the folder tree.
  3. Right-click and select one of the following options:
    • Delete Orphans: Select to delete empty folders based on the selected Folder Type and its child Folder Types. Folders are not deleted if they or any of their child folders contain documents.

    • Delete Folders: Select to delete all folders based on the selected Folder Type and its child Folder Types. If any folder contains documents, the documents remain available in OnBase; only the folder is deleted.

    You are prompted to specify what OnBase should do with the deleted folders.

  4. Select Folder Maintenance to send the deleted folders to Folder Maintenance for final review before purging.

    Select Purge Immediately to purge the folders from OnBase immediately without sending them to Folder Maintenance.

    CAUTION:

    If you select Purge Immediately, folders and their child folders are removed permanently and cannot be retrieved from OnBase. Sending the folders to Folder Maintenance is recommended because it allows you to review all deleted folders and undelete those that were deleted unintentionally.

  5. Click OK. Depending on the option selected, the folders and child folders are either purged or sent to Folder Maintenance. A message displays the operation's outcome.
  6. Click Show Details from the message dialog box to see which folders were deleted and why any folders could not be deleted.