Deleting Folder Types from Configuration - 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

You can delete Folder Types that meet the following criteria:

  • The Folder Type currently has no folders based on it in the Client.

  • There are no folders of that Folder Type in Folder Maintenance.

  • The Folder Type currently has no file cabinets based on it.

  • The Folder Type's child Folder Types currently have no folders based on them in the Client.

  • You must have rights to all child Folder Types; otherwise, you cannot delete the parent Folder Type.

To delete a Folder Type:

  1. In OnBase Configuration, select Document | Folder Types.
  2. Select the Folder Type from the Folder Tree pane.
  3. Right-click and select Delete.
    The Confirm dialog box asks whether you want to delete the selected Folder Type and all of its child Folder Types.
  4. Click Yes to confirm deletion, or click No to cancel the deletion and retain the Folder Type.
    CAUTION:

    If you delete a parent Folder Type, all of its child Folder Types are also deleted.

    Note:

    If any existing folders or file cabinets are based on the Folder Type, a message states the Folder Type cannot be deleted because a folder of that Folder Type exists in OnBase. To delete the existing folders, see the following procedure. To delete file cabinets, see Deleting a File Cabinet.