Copying Folders in the Client - 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

Depending on your system's configuration, some Folder Types may let you copy folders from one parent folder to another. Copyable folders let you quickly create duplicate records of data in your folder system while maintaining only one set of documents. All Keyword Values from the original folders are replicated on the copies.

Under some conditions, you may be unable to copy a folder. For more information, see If You Cannot Copy a Folder.

  1. Open the folder where you want to add copied folders in the Folder Tree pane of the advanced File Cabinets window. This ensures you can access the folder in a later step.
  2. Select the folder you want to copy in the Folder Tree pane.
  3. From the Folder Tree pane, place your pointer over the folder you want to copy and hold down the right mouse button.
  4. Keeping the right mouse button pressed, drag the selected folder to the folder you opened in step 1. If the folder you selected can be copied or moved, OnBase displays the folder under your pointer as you drag it.
    • To scroll up to a 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.

  5. When the correct parent folder is selected, release the right mouse button.
  6. Select Copy Here to copy the folder. To cancel copying, select Cancel.
    If OnBase won't let you copy the folder, see If You Cannot Copy a Folder to verify whether all requirements are met.