Auto-Creation and Auto-Foldering - 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

OnBase provides two methods for creating folders automatically: auto-foldering and auto-creation. Auto-foldering automatically creates a folder and all of its parent folders when a document is imported. Auto-creation automatically creates a folder's child folders (one child folder per child Folder Type) when the parent folder is created, even if the child folders' documents don't yet exist in OnBase.

Choose the method of folder creation that best suits your business practices. If folders should be created before documents are imported, and each folder will contain the same subset of child folders, use auto-creation. Keep in mind that empty, auto-created folders may confuse users who expect the folders to contain documents. If a folder should be created only when one of its documents is brought into OnBase, use auto-foldering.

Auto-creation and auto-foldering can be used together to build the folder structure both up and down the folder tree. Rather than configuring auto-foldering for each child Folder Type in a folder tree, you can configure auto-foldering on either the parent Folder Type or one of the child Folder Types. Then, use the auto-create options to create the rest of the child folders when the parent folder is created. This configuration saves you time because you don't have to configure auto-folder Keyword Types for each child Folder Type.

Note:

Do not select Auto-Create Child Folders when all child Folder Types have auto-foldering configured or when there is only one child Folder Type. The auto-create option should be used only if there are multiple child Folder Types.

For more information about auto-foldering, see Configuring a Folder Structure for Auto-Foldering.