The advanced File Cabinets window comprises a set of panes for navigating OnBase folders. Each pane has a caption, or label, to describe its contents.
To customize the File Cabinets window, you can rearrange, float, and close panes. For instructions and other tips, see Customizing the Advanced File Cabinets Window.
Components of the advanced File Cabinets window are described in the following table:
|
Component |
Description |
|
|---|---|---|
|
A |
Folder Tree Pane |
The folder tree illustrates the folder structure and the location of the current folder within the folder hierarchy. The Contents bar at the top of the pane indicates the type of contents within the current folder. For example, if the folder is dynamically populated with documents based on matching Keyword Values, Dynamic is displayed. |
|
B |
Documents Pane |
This pane lists documents residing in the selected folder. Depending on your configuration, this pane may also display any documents that statically reside in the selected folder's child folders. Static documents are documents that are manually added to a folder. |
|
C |
Child Folders Pane |
This pane displays child folders residing in the selected folder. |
|
D |
Folder Notes Pane |
This pane displays folder notes in the current branch of the folder tree, if the branch is set up to allow notes. For information about folder notes, see Working with Folder Notes. |
|
E |
Child Folder Tabs |
Depending on your folder system's setup, some parent folders may display their child folders as tabs on the right side of the File Cabinets window. Each tab represents a child folder within the parent folder. Click a tab to view the child folder's contents. When you click a tab, the background color of the Document Viewer matches the tab's color. |
|
F |
Document Viewer |
The Document Viewer displays the document selected in the Documents pane. |
|
G |
Document Auto-Name |
The title bar displays the Auto-Name of the selected document. |
|
H |
Find Folder Button |
Click this button to search for specific folders in OnBase. More information about this feature is provided under the Folder Search topic. |
If both the current folder and its parent folder are displayed as tabs, use the Up tab to select the parent folder of the current folder.
