Copying or Moving 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

You can organize folder contents by moving and copying documents to and from static folders.

  1. From the advanced File Cabinets window, open the folder where you want to add documents.
  2. Ensure the Contents bar above the folder tree says either Static or Static / Dynamic. Documents can be manually added only to folders that allow static contents.
  3. Open the folder containing the document(s) you want to move or copy.
  4. Select the document(s) you want to move or copy. To select multiple documents, press CTRL or SHIFT as you click them.
  5. Press and hold the right mouse button to hook the documents.
  6. Keeping the right mouse button pressed, drag the selected document(s) to the folder opened in step 1.

    • To scroll up to the folder, rest your pointer on the folder or file cabinet at the top of the Folder Tree pane.

    • To scroll down, rest your pointer on the folder or file cabinet at the bottom of the Folder Tree pane.

    • To open a collapsed folder, rest your pointer over it. This feature works only if you have previously opened the collapsed folder.

  7. When the folder is selected, release the right mouse button. If the documents' original folder allows static contents, OnBase presents options to move or copy the documents.

    • Select Copy Here to copy the documents to the selected folder. When a document is copied, each folder links to a single copy of the document in OnBase. If the document is modified in one location, the change is reflected in all locations.

    • Select Move Here to add the documents to the selected folder and remove them from the original folder.

    • Select Cancel if you do not want to move or copy the documents to the selected folder.

    If these options are not presented, you may have insufficient rights to remove documents from the original folder, or the original folder is dynamic and the documents cannot be removed from it. The documents are still added to the selected folder if it allows documents to reside in it statically.

    Note:

    You may be unable to move or copy a document if you have insufficient privileges to add documents to the target folder, if the target folder does not allow documents to reside in it statically, or if the document already resides in the target folder. In addition, documents cannot be added to folders that are currently being modified.