Removing Documents from Folders - Client - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Folders

Platform
OnBase
Product
Client
Release
Foundation 22.1
License
Standard
Premier
Essential

The following procedure removes documents from a folder without removing them from OnBase. Removed documents remain accessible through standard retrieval methods, such as the Document Retrieval dialog box. To delete foldered documents from OnBase, see Deleting Folders and Documents in a Folder.

The following limitations apply to removing documents from folders:

  • If the folder is configured as dynamic, the Remove From Folder option is not available.

  • You cannot remove a Certificate of Destruction from a folder. For more information on Certificates of Destruction, see the Records Management module reference guide.

  • If a Folder Type is configured to Include Child Folder Static Contents, you can only remove a document in a child folder from the folder it was added to, not from the parent folder.

To remove documents from a folder:

  1. Select one or more documents in the folder.
  2. Perform either of the following actions:
    • Right-click and drag the documents to the Client module desktop.

    • Right-click and select Remove From Folder.

  3. Confirm the removal, when prompted.