Creating a New Folder Type - Records Management - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

1. In to the Configuration module, select Document | Folder Types. The Folder Type dialog box is displayed.
2. Right-click in the left pane and select New. The New Folder Type Dialog dialog box is displayed.
3. Enter the name of the Folder Type.
4. Click Save.
5. Configure the folder as a parent folder. See Standard Folder Configuration Overview for folder configuration options.
6. Select the newly created folder, right-click and select New Child. The New Folder Type Dialog dialog box is displayed.
7. Enter the name of the Records Management folder.
8. Click Save.
9. Continue to the next procedure.