Assigning Specific Templates to a Folder Type - 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

By default, all available folder templates are assigned to a newly created Folder Type. This means that a user is able to select a template from all available templates, regardless of whether the templates were created to be used for the Folder Type they are being applied to.

To allow for only a specific group of templates to be available for a Folder Type:

  1. In OnBase Configuration, select Document | Folder Types. The Folder Type configuration dialog box is displayed.
  2. Select the Folder Type.
  3. Click the Templates tab.
  4. Select the Use only selected templates option. All of the templates in the Selected Templates list are transferred to the Available Templates list.
  5. To add a template to the Folder Type, select the template from the Available Templates list and click Add.
    To remove a template from the Folder Type, select the template from the Selected Templates list and click Remove.
  6. Click Save.

For information on assigning a default template to the Folder Type, see the next section.