Copying Folder Type Configurations - 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

You can create new Folder Types by copying existing Folder Types. Use this method to quickly create new Folder Types without configuring each option. The copied Folder Type will have the same configuration settings as the original. No child Folder Types are copied.

Note:

If you are copying a managed Folder Type, the Auto-Foldering configuration settings are not copied. This prevents a document from being Auto-Foldered into more than one managed folder.

  1. Select the Folder Type you want to copy from the folder tree.
  2. Right-click and select Copy. The Copy Configuration dialog box is displayed.
  3. Type a name for the new Folder Type.
  4. Click Save.