Automatically Index Documents Using Folders - 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
  1. Open the appropriate folder.
    Note:

    To create a folder, see Creating Folders in the Client.

  2. Right-click the folder and select Keywords to check the Keyword Values assigned to the folder. Enter Keyword Values for the folder, if necessary.
  3. Ensure the correct folder is selected in the Folder Tree pane.
  4. Select a file to import from outside of OnBase.
  5. Drag and drop the file to the folder in the Folder Tree pane, to the Documents pane, or to the Child Folders pane. The Import Document dialog box is displayed.
    Note:

    Even if a different folder is selected in the Child Folders pane, the document will be imported into the folder selected in the Folder Tree pane.

  6. Select the appropriate Document Type and any other selections.
    • If the folder is dynamic, only Document Types assigned to the Folder Type are available.

    • If no Document Types are available, then you do not have privileges to any Document Type assigned to this Folder Type. In this situation, you can import the document into OnBase, but it will not be placed in the folder.

  7. Any Keyword Types shared with the folder are populated with the folder's corresponding Keyword Values.
    If the folder contains the Primary Keyword Value of an AutoFill Keyword Set that is assigned to the Document Type, its Secondary Keyword Values also are automatically populated.
  8. Click Import. The document is imported.
    Note:

    To drag and drop multiple files to be queued for import, you must be licensed for EDM Services.