Read these guidelines before configuring OnBase folders.
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Design multiple file cabinets to accommodate the different ways users access documents. There is no need to create a “one size fits all” configuration—a single document can exist in multiple folders simultaneously, and a change made to the document in one folder is reflected in all folders. If different users access the same documents for different business processes, set up additional structures for displaying folders by creating separate file cabinets, Folder Types, and hierarchy structures.
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For example, in an insurance scenario, a user working in underwriting might retrieve a customer's account folder to access the customer's policies and view any claims. The following folder structure would accommodate this retrieval method:
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In the same example, a user working primarily on insurance claims might access policy documents by looking up the claim number and drilling down to the customer's policy and account documents. The following folder structure would be more appropriate for this user:
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