Example of Parent - Child and Keyword Relationships for Folder Types - Records Management - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Records Management

Platform
OnBase
Product
Records Management
Release
Foundation 22.1
License
Standard
Premier
Essential
Note:

Print this page for reference by right-clicking and selecting Print. See your System Administrator if you are not able to print.

  1. First Level - File Cabinet

    Folder Type - Bank USA Branches File Cabinet

    No Keyword Types Assigned

    No Parent Folder Type Assigned

  2. Second Level - Folder

    Folder Type - Bank USA Branch Number

    Keyword Type Assigned - Branch Number

    Parent Folder Type - Bank USA Branches File Cabinet(First Level Folder Type)

  3. Third Level - Folder

    Folder Type - Customer Account #

    Keyword Type Assigned - Branch Number and Account #

    Parent Folder Type - Bank USA Branch Number(Second Level Folder Type)

  4. Fourth Level - Document

    Document Type - Bank Account Statements

    Keyword Type - Branch Number and Account #

With this configuration, Branch Number will be available as a common parent Keyword Type for the Customer Account # Folder Type.