Naming Folders Logically - 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

Folder Type names and Auto-Name strings should be consistent and logical to help users and administrators identify Folder Types in both OnBase Configuration and the OnBase Client.

  1. Name a file cabinet and its corresponding Folder Type similarly to reflect their relationship. These names should also indicate the file cabinet's contents.
  2. When naming Folder Types for folders, choose names that reflect the types of documents the folders will contain. Use a prefix or another convention to indicate that the Folder Type is for a folder rather than a file cabinet.
  3. If you use a prefix, consider whether users will search for folders or use folder pop-up lists. If folders are displayed in a pop-up list that has a minimum character restriction, the users must enter the first few characters of the folder's name before the pop-up list is populated.