Settings Tab - Records Management - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

All Usage options are unavailable if any of the following conditions are met:

• The Folder Type is in use. The Folder Type is considered in use if either a folder or file cabinet based on the Folder Type exists, or if the Folder Type has a Work Folder assigned within Workflow.

• The Folder Type has child Folder Types. Only Client Folder Types can have child Folder Types.

• Auto-foldering is configured for the Folder Type.

Workflow is unavailable if any of the following conditions are met:

• The Folder Type is a child Folder Type. Workflow Folder Types must be top-level Folder Types without any child Folder Types.

• Your system is not licensed for Workflow.

Records Management is hidden if the database isn't licensed for Records Management. The option is unavailable if the user does not have Records Management configuration rights and the user is not a system administrator.

When Folders Only is selected, Static Documents, Dynamic Document Types, and Dynamic Document Type Groups are unavailable. Folder Types configured to contain folders only cannot contain documents at their root level.

When either Static Documents or Dynamic Document Types is selected, Dynamic Document Type Groups is unavailable.

When Dynamic Document Type Groups is selected, Static Documents and Dynamic Document Types are unavailable.

For Workflow Folder Types, only Dynamic content options are available. Work folders' contents must be Dynamic.

For Records Management Folder Types, Static Documents is automatically selected and all content options are unavailable. Records Management Folder Types must have Static contents.

Folder Date Ranges options are unavailable if a file cabinet is based on the Folder Type or if the Folder Type is configured for Workflow.

These options are unavailable for Workflow Folder Types.

These options are available for Client Folder Types only.

The Any User Addable Folder Type option is unavailable if either Keyword Value Ascending or Keyword Value Descending is selected under Order Child Folders By on the Display tab.

Only Auto-Create Child Folders is available for top-level Folder Types. This is the only available option if Auto-Create Child Folders is not selected on the parent Folder Type.

All Auto-Create Options are unavailable for Workflow Folder Types.

Auto-Create Child Folders is unavailable for Records Management Folder Types.

This option is unavailable for Workflow Folder Types.