Accessing Managed Folders - 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

Records Management folders can be accessed from the File Cabinets window. To access managed folders:

  1. Select File | Open | File Cabinets or click the Open File Cabinets button. The File Cabinets window is displayed.
  2. Open the file cabinet containing the managed folders. The Child Folders pane will display the folders within the file cabinet. This is the pane from which all of the Records Management actions can be initiated.
    Note:

    If you have appropriate privileges, you can access managed folders from the Records Management Administration window. Right-click the folder and select View Selected to display the folder in the File Cabinets window.