Working with Folder Pop-up Lists - 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

Upon selecting a folder or file cabinet from the advanced File Cabinets window, you may see a pop-up list displaying child folders of the selected folder. You can filter, use right-click options on, and open folders in this list.

  1. To find a specific folder, start typing its name in the field above the list.

    For example, to find folders for a customer whose name begins with P, type P.

    The filter bar may be prepopulated with the static characters in the child folders' Auto-Names, depending on the selected Folder Type. This feature is useful when all child folder Auto-Names start with the same prefix or description. Characters that can vary in the folders' Auto-Names, such as the folder date, are not prepopulated.

    Note:

    If no folders are displayed, begin typing the name of the folder you need. The text above the filter bar indicates the number of characters required (excluding prepopulated static characters) before folders are displayed. After you've typed the number of characters required, OnBase displays all folders matching your criteria. The minimum number of characters required is configured by your system administrator.

  2. Double-click a folder to open it. The folder is added to the Folder Tree pane.

    The following icon is also displayed in the Folder Tree pane under the parent folder. This icon indicates that the parent folder contains more folders that are not currently displayed.

  3. Repeat these steps for each child folder you need to view. Each subsequent folder is added to the Folder Tree pane, making it easy to work back and forth between them.
  4. Folders opened from a pop-up list can be removed from the Folder Tree pane without deleting the folder from OnBase. Select the folder that you no longer need to view, right-click, and select Remove From List. The folder is removed from the Folder Tree pane. You can retrieve the folder again from the pop-up list, if necessary.