Creating Folders - Document Tracking - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Standard - Premier - Standard

Document Tracking

Platform
OnBase
Product
Document Tracking
Release
Foundation 24.1
License
Premier
Standard

Document Tracking folders can be created the same way standard OnBase folders are created. From the Document Tracking interface, administrators can also create a Document Tracking folder by submitting a Virtual E-Form:

  1. From the Document Tracking layout, in the Document Tracking tab's Administration ribbon group, click Create:
  2. The Create a Document Tracking Folder dialog box is displayed.
  3. In the Forms pane, click on the Virtual E-Form for the type of Document Tracking folder that you want to create.
    The form is displayed in the right pane.
  4. Enter the data into the Virtual E-Form and submit the Virtual E-Form.