Folder Configuration Worksheets Overview - Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

Folders Best Practices

Platform
OnBase
Product
Client
Release
Foundation 23.1
License
Essential
Standard
Premier

The following worksheets are designed to help you outline and plan the configuration of OnBase folders. Be sure to number the sheets as you go. Some worksheets provide fields to help you find other sheets that contain more information about a specific Folder Type.

Worksheet

Description

Parent Folder Types

Use this worksheet to outline the top-level Folder Types within a file cabinet.

See Parent Folder Types.

Folder Tree Configuration

Use this worksheet to outline the hierarchy of contents within each parent Folder Type.

See Folder Tree Configuration.

Folder Configuration

Use this worksheet to outline any child Folder Types or Document Types that will reside in a Folder Type. This worksheet is helpful for outlining the Keyword Types necessary to link child Folder Types to their parents.

If the Folder Type doesn't contain any child Folder Types, use the Folder Document Configuration worksheet instead.

See Folder Configuration.

Folder Document Configuration

Use this worksheet to outline the Document Types residing in a Folder Type. This worksheet is helpful for outlining the Keyword Types necessary for auto-foldering and dynamic foldering configurations.

See Folder Document Configuration.