Creating Folders Automatically Using Auto-Foldering - 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

OnBase auto-foldering creates folders and their parent folders automatically as documents are imported. When a document is imported, OnBase uses its indexing information to check whether a folder exists for that document. If no matching folders exists, then OnBase automatically creates the folder and any necessary parent folders. If the folder is static, the document is added to the folder. A thorough understanding of auto-foldering will help you both design the best configuration for your solution and avoid common mistakes that produce unintended results.