Folder Feature Support - Records Management - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

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

Folder features are first implemented in the OnBase Client before being added to the Web Client and Unity Client. If your solution uses one of these clients, be aware that some folder features are not yet supported.

The following table shows feature availability in OnBase client applications. Available features are marked with an X. Unlisted features are available in all clients. Footnotes follow the table.

Folder Feature

OnBase Client

Unity Client

Web Client

“Add and Remove Documents in Folders that are not Open” Privilege

X

X

N/A

“Characters Required to Run Query” configuration option

X

X

X

Colors and formatting tags in folder template text1

X

X

X

Copyable / movable folders

X

N/A

N/A

Custom Query folder retrieval

X

X

X

“Display Child Folders as Tabs” configuration option

X

X

X

Drag-and-drop document import and auto-indexing

X

X

N/A

“Folder Contents” right-click options

X

X

X

Folder filters

X

X

X

Folder History window

X

X

X

Folder notes2

X

X

X

Folder Properties dialog box

X

X

N/A

Folder Settings (Start of Week)

X

X

X

Folder Type icons

X

X

X

“Order Child Folders By” configuration option

X

X

X

Records Management options

X

X

X

Records Management icons

X

X

X

Related folders

X

X

X

Show folder locations

X

X

X 3

Static text in pop-up list filter bar

X

X

N/A

“Transition to Final Disposition” right-click option4

X

X

N/A

Update non-Auto-Folder Keywords when Auto-Foldering

X

X

X

1 Although color and formatting tags for folder templates are not available in the Desktop or Java Web Client, folder templates are available in these clients.
2 Folder notes can be viewed and created in the Unity Client and Web Client, but the Folder Note Types on which the notes are based cannot be configured there. Folder Note Types must be configured in either the OnBase Client or OnBase Configuration.
3 The Show Folder Locations option is unavailable for E-Forms, OLE, and HTML documents in the Web Client. It is available for image and text documents.
4 In the OnBase Client, this option is available only in the Records Management Administration window. In the OnBase Unity Client, this option is available in the File Cabinets layout.