Using Dynamic vs. Static Folders - Records Management - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Records Management

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

Dynamic folders provide a predictable and organized approach to controlling which Document Types appear in a folder. Use a dynamic Folder Type if the folder should contain only documents that share the dynamic Keyword values assigned to that folder.

When a folder is dynamic only (as opposed to both static and dynamic), users cannot place documents manually into the folder from within OnBase, nor can they remove documents from the folder. When a dynamic folder is opened, documents are pulled into the folder through a dynamic database query for what should be in the folder, in real time.

Static folders let you group documents that don't share Document Type or Keyword Values. Users can manually add any document to a static folder, and placing it alongside the folder's existing contents. There is no relationship between any Keyword Values assigned to the folder and those assigned to the folder's documents. Any document that has been dropped into a static folder can also be removed from the folder.

As a best practice, dynamic folders should be used whenever possible. Static folders should be used only when a business need requires documents to be statically stored in the folder.

Note:

A document can reside in as many folders as necessary. If a document resides in multiple folders, each instance of the document refers to one and only one document stored in OnBase. Any notes or annotations on the document are displayed on each instance of the document.