To retrieve a document from a folder, navigate to the folder in the File Cabinets window and select the document from the Documents pane.
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If the File Cabinets window is not already open, open it using either of the following methods:
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Click the Open File Cabinets button from the main Client toolbar.
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Select File | Open | File Cabinets.
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- Click a file cabinet to open it.
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Select a folder to display its contents.
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The Child Folders pane lists all child folders of the selected folder.
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The Documents pane lists all documents in the selected folder.
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The first document in the selected folder may be displayed in the document viewer, depending on your system's settings.
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If the folder is configured to display its child folders as tabs, the first child folder is opened.
Note:Depending on the Folder Type configuration, the Documents pane may list all static documents residing in the selected folder's child folders. Static documents are those that have been manually added to a folder. See your system administrator for information about your folder system's configuration.
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To open a folder from the Child Folders pane, do one of the following:
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Double-click the folder.
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If child folders are displayed as tabs, click the folder's tab.
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To open a document, select it from the Documents pane.
Note:
If a document is displayed in the advanced File Cabinets window and you make a change that requires user intervention to save, you cannot use Clear Selected or select another document until you either discard your changes or store the document as a new document or revision. For example, if you modify an ODMA-compliant document, like a Microsoft Word document, OnBase prompts you with the message Changes cannot be applied to the current document because it is marked as read-only. Would you like to store it as a new document? Click Yes or No to proceed.