Document library options let you control where uploaded OnBase documents are displayed, how documents are matched to existing library folders, and whether the Content Connector can create new folders within the library.
-
Next to Select Target Folder, select the name of the root folder where documents should be added.
-
Next to Keyword for folder search, select the Keyword Type the Content Connector will use to search for matching subfolders within the selected target folder. If the Content Connector finds a subfolder with a name that matches the Keyword value on a document, then the document is added to that subfolder.
If you do not select a Keyword Type, then documents are added to the root of the selected target folder.
-
If you selected a Keyword Type in the previous step, determine whether you want the Content Connector to create new folders based on the Keyword Type. Select Create Folder to let the Content Connector create a new folder if an existing folder is not found. New folders' names correspond to the Keyword Type you selected in the previous step.
This option applies only if you selected a Keyword Type as the Keyword for folder search in the previous step.
Note:If Create Folder is not selected, then documents without matching folders are discarded and not uploaded. Clear this option to filter out documents that do not match an existing folder.
-
Click OK to save the batch process options for the document library.
In the configuration shown above, documents are uploaded to subfolders within the AP Packing Slips by Vendor folder. Each document is added to a subfolder whose name matches the document's Vendor Name keyword value. If a folder with a matching name doesn't exist, the Content Connector creates a new folder for the document.