Using Folders - Client - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Folders

Platform
OnBase
Product
Client
Release
Foundation 22.1
License
Standard
Essential
Premier

The OnBase Client offers two types of File Cabinet windows: advanced and classic. You can configure which window you prefer through User Options.

The advanced File Cabinets window offers additional features for retrieving folders and documents.

  • Child folders can be displayed in tabs and pop-up lists. These display options are chosen by your system administrator and may differ per Folder Type.

  • The window contains a document viewer that is reused to display each document you open, allowing you to view documents within the File Cabinets window.

  • You can work in multiple advanced File Cabinets windows simultaneously.

To use the advanced File Cabinets window, see Advanced File Cabinets Window.

The classic File Cabinets window does not support the same search and display features as the advanced File Cabinets window, but it offers similar functionality.

  • Pop-up lists are not supported, but you can use the folder filter to filter child folders by folder name.

  • Documents opened from the classic File Cabinets window are displayed in a new window, allowing you to open and view multiple folder documents simultaneously. In the advanced File Cabinets window, this is achieved by right-clicking a document and selecting Open in New Window.

  • You can have only one classic File Cabinets window open at a time.

To use the classic File Cabinets window, see Classic File Cabinets Window.