Folder Type names and Auto-Name strings should be consistent and logical to help users and administrators identify Folder Types in both OnBase Configuration and the OnBase Client.
- Name a file cabinet and its corresponding Folder Type similarly to reflect their relationship. These names should also indicate the file cabinet's contents.
- When naming Folder Types for folders, choose names that reflect the types of documents the folders will contain. Use a prefix or another convention to indicate that the Folder Type is for a folder rather than a file cabinet.
- If you use a prefix, consider whether users will search for folders or use folder pop-up lists. If folders are displayed in a pop-up list that has a minimum character restriction, the users must enter the first few characters of the folder's name before the pop-up list is populated.