Applying a Folder Template - Client - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

Folders
Platform
OnBase
Product
Client
Release
Foundation 22.1
License
Essential
Standard
Premier

Folder templates help you navigate a folder's contents by doing the following:

  • Filtering the view of folder contents when you open the folder. A template can be configured to display documents in a certain order by Document Type, or to display only documents of a certain Document Type by default.

  • Providing a visual indicator of documents missing from the folder. For example, if a Patient Information folder is supposed to contain the patient's Driver's License, a folder template may display an error message if the Driver's License Document Type is missing from the folder.

  • Identifying whether documents are missing certain Keyword Values, which may have been unavailable when the documents were indexed.

  • Sorting documents so they are displayed in a consistent sequence.

Note:

For additional information on using the advanced or classic File Cabinets window, see Advanced File Cabinets Window or Classic File Cabinets Window.

To apply or remove a template:

  1. Right-click anywhere within the Documents pane and select Template.

    The Apply Template dialog box is displayed.

  2. Select a template. If the folder has a template applied and you want to remove it, select <<No Template>> to display all the contents of the folder. Contents are displayed according to the configured Document Type order of the folder.
    Note:

    Depending on the template configuration, all contents of the folder may be displayed when a template is applied. If this is the case, template documents are displayed first, followed by documents that do not meet the template criteria.

  3. Click Apply.

    The Documents pane displays any applicable documents or information.

    Note:

    A folder template and a folder filter cannot be applied to a folder simultaneously. If you apply a filter to a folder with a template applied, the template is removed before the filter is applied. If you apply a template to a folder with a filter applied, the filter is removed before the template is applied.