Modifying Keyword Values on a Folder Only - 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

Do the following to modify Keyword Values on the folder only and not its contents.

  1. Open the File Cabinets window.
  2. Click a file cabinet to display its folder contents in the Child Folders pane.
  3. From the Child Folders pane, select the folder and right-click.
  4. Select Keywords to display the Add/Modify Keywords dialog box. The Keyword Values assigned to that folder are displayed.

    Depending on your system's configuration, one or more values may be masked or read-only. Keyword Values may be read-only because another user or process is working with them, or because you lack privileges to modify them.

  5. Modify the Keyword Values and click Save.

    • If your Folder Type is static, all documents that were in the folder will remain in the folder.

    • If your Folder Type is dynamic, only documents that contain Keyword Values assigned to the folder will remain in the folder. Your Keyword Value change may have added additional documents in the folder as well.

    • If your Folder Type is static and dynamic, all documents that were manually placed in the folder will remain in the folder. All documents that dynamically resided in the folder according to their Keyword Values will remain only if their Keyword Values are assigned to the folder. The Keyword Value change also may add documents to the folder.