Navigating the Folders Window - External Access Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

External Access Client

Platform
OnBase
Product
External Access Client
Release
Foundation 23.1
License

Depending on how the portlet is configured, the Folders window may be displayed when you open a folder or retrieve a folder search list.

The Folders window displays all available file cabinets and folders. The following diagram highlights the main sections of the Folders window.

Section

Description

A

Folder Tree: Displays folder hierarchy. Also allows you to add the Folders window to your Favorites or perform a folder search.

B

Document List: Lists all documents in the selected folder, unless a template is applied.

C

Child Folders/Related Folders: Displays child folders (subfolders) and related folders of the selected folder.

D

Document Viewer: Displays the selected document and folder tabs, if configured.

E

Folder Notes: Lists all folder notes in the current branch of the folder tree, if the branch is configured to allow notes.

Note:

A folder search may return the same folder multiple times if the folder is indexed with multiple instances of a Keyword Type Group and each instance has the same value for one of the Keyword Types.