How Documents are Auto-Foldered - Records Management - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Records Management

Platform
OnBase
Product
Records Management
Release
Foundation 23.1
License
Standard
Premier
Essential

There are several ways to initiate auto-foldering, depending on whether the documents to be auto-foldered already reside in OnBase:

  • For new documents, auto-foldering is triggered upon importing documents into OnBase. Auto-foldering is available upon import from processing modules (e.g., COLD, DIP or TIP), from an HL7 message, or from the manual importing of documents into OnBase.

  • For existing documents, auto-foldering can be triggered in OnBase Configuration using the Auto-Folder Existing Documents feature in Document Type configuration.

  • For existing documents, auto-foldering can be triggered in the OnBase Client by re-indexing, modifying Keyword values, or executing AutoFill Keyword Set import processes that are configured to auto-folder updated documents.

Note:

E-Forms created from the Classic Workflow interface in the OnBase Client will not trigger auto-foldering unless the Auto-Folder Document Workflow action is used. The E-Form Document Type must also be properly configured for auto-foldering.