Creating Folders in the Client - 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

If you have sufficient privileges, you can manually create folders within a file cabinet or another folder in the OnBase Client.

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

To create a new folder:

  1. Open the File Cabinets window using either of the following methods:

    • Click the Open File Cabinets button from the main Client toolbar.

    • Select File | Open | File Cabinets.

  2. Select the folder or file cabinet where the new folder should reside.

    When you select a folder, its first child folder may be automatically selected. To select only the parent folder, do the following:

    • Collapse the folder by clicking the - symbol to the left of its name.

    • If applicable, click the up-level tab located above the tabs displayed in the File Cabinets window. This tab is available when both the current folder and the parent folder are displayed as tabs.

  3. Right-click in the Documents or Child Folders pane and select New Folder. If this option is unavailable, the file cabinet or folder may not allow you to create child folders, or you may lack folder creation privileges.
  4. Select the Folder Type for the new folder.

    The Folder Type determines the configuration options for a folder, including its Keyword Types and whether the folder is static or dynamic. For information about your system's Folder Types, contact your system administrator.

  5. Enter the Keyword Values for the new folder. The following features may facilitate folder indexing:

    • Keyword Type drop-down lists

    • Cascading Data Sets

    • F6 Keyword Type duplication

    • Multi-Instance Keyword Type Groups

    • AutoFill Keyword Sets

    • Required Keyword Types.

    When you create a new child folder, it inherits default Keyword Values from the parent folder. Change these values as needed. You can also change the Folder Date to have the folder's date to match the date of its contents.

    Note:

    Dates in folder names may be based on the Folder Date, which you can change, or the folder's creation date, which you cannot change. Folders that use date ranges—by month or year, for example—must have the correct Folder Date entered when the folder is created. You cannot change a date range on a folder after it has been saved.

  6. Click Save when finished. The folder is available in the folder tree. If the Folder Type is set up to auto-create child folders, the folder and its child folders are available.