Adding Documents to Folders That Are Not Open - Records Management - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Records Management

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

To add a document to a folder that is not open:

  1. In the File Cabinets window, open the managed folder to add the document to.
  2. From an open document or from a list with one or more documents selected, press and hold the right mouse button to hook the document(s).
  3. Drag the document(s) to the File Cabinets window and release the mouse button. OnBase displays a confirmation prompt, which indicates that the destination folder is not open.
  4. Click Yes to add the document to the folder. OnBase displays a security message indicating that the document was added to the managed folder.