Auto-Foldering - Auto-Foldering - OnBase - Records Management - OnBase/Records-Management/Foundation-23.1/Records-Management/Configuring-Standard-Folders/Definitions/Auto-Foldering - Foundation 23.1 - Foundation 23.1

Records Management

Platform
OnBase
Product
Records Management
Release
Foundation 23.1
License
Premier
Standard
Essential
ft:lastPublication
2025-01-02T15:16:57.212000
ft:locale
en-US

Auto-foldering can automatically create OnBase folders when documents are imported or created in Document Types that are set up for auto-foldering. Re-indexing, modifying Keyword Values, and updating AutoFill Keyword Set information will also create auto-folders if the Document Type is properly configured.

Auto-foldering should be used for folder creation whenever possible, because it removes the need to manually create folders and reduces the potential for human error. Auto-foldering also helps ensure that folder structures are consistent and logical.

If a folder is dynamic or static and dynamic, then all documents that meet the folder's dynamic criteria are pulled into the folder.