Folders Best Practices 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 best practice recommendations were assembled by a team of OnBase subject matter experts. They represent the accumulation of years of experience installing and configuring OnBase solutions.

The following recommendations are general in nature, and are applicable to most OnBase solutions and network environments. Depending on your solution design and your organization's needs, not all of the best practice recommendations listed below may apply to, or be recommended for, your OnBase solution.

Carefully consider the impact of making any changes, including those listed below, to your OnBase solution prior to implementing them in a production environment.

The following best practices apply to configuring and using folders in OnBase. These guidelines are intended to help you design a folder solution that both achieves your goals and facilitates maintenance. If you are new to OnBase folders, see the following Definitions section for an introduction to terms common to folders.