If You Cannot Create a Folder - Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Client

Platform
OnBase
Product
Client
Release
Foundation 23.1
License
Standard
Premier
Essential

Your ability to create folders depends on your user privileges, the type of folder you want to create, and whether a folder already exists.

The New Folder option is unavailable for folders that do not allow child folders to be manually created. In addition, some folders may allow you to create only child folders based on a specific Folder Type. This restriction ensures a folder contains only child folders that belong there.

To prevent duplicate folder creation, OnBase prohibits you from creating folders with the same indexing information as an existing folder. You cannot create a child folder that has the same Folder Type and Keyword Values as another child folder within the same parent folder.

Child folders can have the same Folder Type and Keyword Values only if they reside within different parent folders or if they are date-based folders that have different date ranges. For example, if two child folders use a monthly date range, and their Folder Dates are from different months, then the child folders can have identical Keyword Values and reside within the same parent folder. For information about how your folder system is set up, see your system administrator.