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

Folders Best Practices

Platform
OnBase
Product
Client
Release
Foundation 23.1
License
Standard
Essential
Premier

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.

For each Document Type, provide the following information:

Field

Description

Document Type

Write the name of the Document Type as it appears in Configuration.

Auto-Folder

Select if the Folder Type has auto-foldering configured for the Document Type.

Dynamic

Select if the Folder Type has dynamic foldering criteria configured for the Document Type.

Keyword Types

Write the names of the Keyword Types assigned to the Document Type.

Keyword Types to Match

List the Keyword Types used for either dynamic foldering or auto-foldering.