There are several ways to initiate auto-foldering, depending on whether the documents to be auto-foldered already reside in OnBase:
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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.
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For existing documents, auto-foldering can be triggered in OnBase Configuration using the Auto-Folder Existing Documents feature in Document Type configuration.
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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.
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.