Subfolders apply a Document Type to files only within a specified folder in the root directory. You can configure as many subfolders as necessary.
Subfolders should be configured if your process meets one of the following criteria:
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Not all folders in the directory to be processed should be imported into OnBase. At least one folder should be ignored by the Directory Import Processor.
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Multiple folders being imported must be imported using different Document Types. Naming conventions within those folders are not standard (preventing the use of Abbreviations to assign Document Types).
If neither of these points meet your specific configuration, you may need to configure a Default Mapping. For more information on configuring Default Mappings, see Configuring Default Mappings.
To configure a Subfolder:
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From the Configuration module, select Import | Directory Import Processor. The Directory Import Processor Configuration dialog box is displayed.
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Right-click on a node and select Add Subfolder. A Subfolder is displayed below the selected node.
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Select the new Subfolder. The Subfolder tab is displayed.
The configured subfolder that contains files to be imported must be assigned a directory Keyword Mapping or a file name Keyword Mapping, depending on how your directory is configured. See the following sections for information on configuring Keyword Mappings:
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To assign Keyword Values based on the position and length of the text in the directory or file name, see Configuring Fixed Keyword Mappings
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To assign Keyword Values based on the order in which the text appears in the directory or file name, see Configuring Ordered Keyword Mappings
For examples of configuring a Subfolder, see the Subfolder Example and the Default Mapping and Subfolder Example.