Folder Maintenance - 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

The Folder Maintenance window lists the folders deleted from OnBase. Access Folder Maintenance to permanently purge folders from OnBase or restore folders you still need.

  1. In the OnBase Client, select Admin | Utilities | Folder Maintenance. The Folder Maintenance window is displayed.
  2. Select the folder(s) to modify.
  3. Select one of the following right-click menu options:
    • Undelete Selected- Restores the folders to the locations where they resided before being deleted.

      If both a child folder and its parent were deleted, you cannot restore the child folder without first restoring its parent folder.

    • Purge Selected - The selected folder(s) and any children are removed permanently and are no longer retrievable in OnBase through any means. Documents that resided in purged folders are not purged.

    • Purge All - All folder(s) in Folder Maintenance and any of their children are removed permanently and are no longer retrievable in OnBase through any means. The documents in purged folders are not purged.

    • Schedule Purge- Opens the Schedule Management window and allows you to schedule folder purges.

    • Schedule Delete Orphans- Opens the Schedule Management window and allows you to schedule folder orphans deletions or purges.

    • The remaining commands— Keywords, History, Properties, Clear Selected, and Refresh —work the same as they do in the File Cabinets window.

    Note:

    If you modify a Keyword Value displayed in a folder's Auto-Name, the Auto-Name does not reflect the modified value while the folder resides in Folder Maintenance. If you undelete the folder, the Auto-Name reflects the modified value on the restored folder in the File Cabinets window.