Display Child Folders as Tabs - Client - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

Folders

Platform
OnBase
Product
Client
Release
Foundation 22.1
License
Essential
Standard
Premier

This option displays all child folders as tabs adjacent to the document viewer. From the Tabs Location drop-down list, the location of the tabs can be set to Top, Right, Bottom, or Left. In the following example, the Folder Type is configured to display its child folders as tabs to the right of the document viewer.

This option applies to the OnBase Client, Web Client, and Unity Client.

This setting works best for folders containing a limited number of child folders. For example, if there were 25 child folders, having all 25 displayed as tabs would make it difficult for users to find the correct folder. If there were only 5 child folders, the layout would be very easy to use.

This setting is well suited for Folder Types that contain a consistent set of child folders under a parent. For example, if an insurance company uses a Folder Type named Policy Number and every Policy Number folder contains the same set of child folders (Application, Underwriting, Billing), then this would be a good case for displaying child folders as tabs.

CAUTION:

Select this setting only if the Folder Type is configured to contain Folders Only. Because the first child folder tab is displayed automatically when the folder is opened, documents residing in the folder's root (i.e., not in its child folders) would be difficult to access.