The following worksheets are designed to help you outline and plan the configuration of OnBase folders. Be sure to number the sheets as you go. Some worksheets provide fields to help you find other sheets that contain more information about a specific Folder Type.
|
Worksheet |
Description |
|---|---|
|
Parent Folder Types |
Use this worksheet to outline the top-level Folder Types within a file cabinet. See Parent Folder Types. |
|
Folder Tree Configuration |
Use this worksheet to outline the hierarchy of contents within each parent Folder Type. |
|
Folder Configuration |
Use this worksheet to outline any child Folder Types or Document Types that will reside in a Folder Type. This worksheet is helpful for outlining the Keyword Types necessary to link child Folder Types to their parents. If the Folder Type doesn't contain any child Folder Types, use the Folder Document Configuration worksheet instead. See Folder Configuration. |
|
Folder Document Configuration |
Use this worksheet to outline the Document Types residing in a Folder Type. This worksheet is helpful for outlining the Keyword Types necessary for auto-foldering and dynamic foldering configurations. |