If configured correctly, Folders are created automatically when a document with matching Keyword values is retrieved using an Application Client Connector (ACC) link, as long as no Folder currently exists for the document. If no documents with matching Keyword values exist in OnBase, a Folder is not created. When a Folder is created, all documents in OnBase that satisfy the configuration parameters of the Folder are added to it automatically.
Note:
The user retrieving the document must have the permissions necessary to create Folders and retrieve the Document Type of the document in order for Folders to be created.
Access Folders configuration by selecting Folder Types from the Document menu of the OnBase Configuration module.