Folders provide an additional interface for grouping documents for easy retrieval. This interface consists of file cabinets that contain folders.
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Each folder is based on a Folder Type. Folder Types determine a folder's setup, which includes the documents it can contain, whether documents are pulled into the folder automatically, and the folder's Keyword information.
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Folders are assigned Keyword Types by your system administrator. You can search for folders by Keyword Value.
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A folder can contain documents from multiple Document Types.
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A document can reside in multiple folders. Because the document resides in OnBase, it retains all permissions, properties, Keyword Values, document handle, and right-click menus (among other features).
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Folders can be configured to automatically store documents based on Keyword Values as they enter OnBase.
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You may be able to manually drag and drop documents into folders in the OnBase Client. COLD, DIP or Document Imaging can further automate this process.
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Depending on your privileges and how Folder Types are configured, you can create and delete folders and change their Keyword Values.