Assigning a Fixed Default Template - Records Management - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

Records Management

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

A fixed default folder template is always automatically applied to an open folder, provided a user accessing the folder has rights to the template. The template is the same for every privileged User Group. You can assign a fixed default template to a Folder Type as long as one or more templates are listed in the Folder Type's Selected Templates list. For more information on selecting available templates for a Folder Type, see Assigning Specific Templates to a Folder Type.

Note:

Do not assign both a default filter and a default template to a Folder Type. A filter and a template cannot be simultaneously applied to a folder. If both are assigned to the Folder Type, the default filter is applied and the default template is ignored. For information about filters, see Folder Filter Configuration.

To assign a fixed default template:

  1. In OnBase Configuration, select Document | Folder Types. The Folder Type configuration dialog box is displayed.
  2. Select the appropriate Folder Type.
  3. Click the Templates tab.
  4. Select the Use this template option in the Default Template section.
    Note:

    The Default Template options are disabled for Workflow folders. A default template can only be applied within OnBase Studio. For more information on assigning a default template to a Workflow folder, see the Workflow module reference guide or help file.

  5. From the drop-down list, select a template configured for the folder.
  6. Click Save.