Creating a New Folder Template - 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

Before configuring folder templates, outline what you want the template to accomplish. This outline will help you configure the template.

After creating a new template, see the following sections to configure the template as needed:

To create a new folder template:

  1. Do one of the following:
    • Select Document | Folder Templates.

    • From Folder Type configuration, click the Templates tab. Then, click the Templates button. This method is convenient if the template will be the default template for the selected Folder Type.

    The Folder Templates dialog box is displayed.

  2. From the Folder Templates dialog box, type a name for the new folder template in the field provided.
  3. Click Create. The template is added to the list.
  4. Continue to Assigning Document Types to a Template.