OnBase provides two methods for creating folders automatically: auto-foldering and auto-creation. Auto-foldering automatically creates a folder and all of its parent folders when a document is imported. Auto-creation automatically creates a folder's child folders when the parent folder is created, even if child folders' documents don't reside in OnBase yet.
- Choose the method of folder creation that best suits your business practices. Use auto-creation if folders should be created before documents are imported and each folder should contain the same subset of child folders. Keep in mind that empty auto-created folders may confuse users who expect the folders to contain documents. If child folders should be created only when they will contain at least one document, use auto-foldering.
- Use auto-foldering rather than auto-creation to create date-based folders. If auto-creation is used, the date range on auto-created, date-based folders will reflect either the parent folder's date or the document's date, depending on whether the parent folder is created manually or through auto-foldering. New documents that enter OnBase outside of the original date range will not appear in the folders. If auto-foldering is configured for date-based folders, then folders with the correct date ranges are created as the documents are imported.