Adding Documents to Folders - 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

Users with sufficient privileges can add OnBase documents to a static folder by dragging the documents to the File Cabinets window. A single document can reside in multiple folders, because folders contain pointers to documents rather than actual copies.

  1. Open the destination folder in the Folder Tree pane. Ensure the Contents bar above the pane says either Static or Static / Dynamic. Documents can be manually added only to folders that allow static contents.
  2. From an open document or from a list with one or more documents selected, press and hold the right mouse button to hook the document(s).
  3. Drag the document(s) to the File Cabinets window and release the mouse button. The Documents pane displays the added document(s).
    Note:

    You may be unable to manually add documents to any folders. You cannot manually add documents to dynamic folders, because their contents are dynamically determined based on Keyword Values. See your system administrator for information about static and dynamic Folder Types.