A folder is a grouping mechanism that contains documents and allows for the group of documents (or record) to be managed. Folders are configured in the OnBase Configuration Module. Records Management folders can be created manually, through auto-foldering, or using the OnBase API.
In the OnBase Configuration module, you must create a Folder Type. This folder must have a Parent type assigned to it if configuring auto-foldering. You may want to configure a Parent Folder Type before continuing with the Records Management folder.
Configuring Records Management will involve configuring a folder hierarchy structure containing a file cabinet and standard Folder Types. The following is an example of a correct folder hierarchy used for Records Management:
When configuring your foldering hierarchy, plan to use a unique identifier for folders. This is especially important when selecting Keyword Types used for Auto-Foldering.
There are few items of note when configuring Records Management Folder Types:
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Records Management Folder Types are always Static.
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A Records Management Folder Type cannot be a Parent Folder. A Records Management Folder Type cannot have Child folders.
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Records Management Folder Types cannot be used as the top level of a file cabinet folder.