Folder Types must be configured before users can use file cabinets and folders within OnBase. Folder Type configuration controls the following behavior:
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Users' ability to create, move, and copy folders
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Automatic creation of folders as documents are imported into OnBase or re-indexed (auto-foldering)
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Automatic creation of a folder hierarchy before documents are imported into OnBase(auto-creation)
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The ability to add notes to folders
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How documents are added and organized
Note:Folder Types control whether folder contents are static, dynamic, or both. Understand these classifications before beginning configuration; you must apply one or more to your Folder Types.
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In OnBase Configuration, select Document | Folder Types. The Folder Type configuration dialog box is displayed:
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The left pane contains the folder tree, which displays the Folder Types you have privileges to view and their parent/child relationships.
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The right pane contains all available configuration settings for a Folder Type.
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The title bar displays an asterisk (*) next to the Folder Type name when there are unsaved changes to the Folder Type.
Tip:To expand all Folder Types within a selected branch of the folder tree, right-click and select Expand Tree.
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The New Folder Type Name dialog box is displayed. In the field provided, type the name of the new Folder Type.
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Choose a name that reflects the types of documents its folders will contain. For example, if folders based on this Folder Type will contain Auto Insurance policies, you could name the Folder Type INS - Auto Policies.
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Use a prefix (or other descriptive name) to indicate that this Folder Type is for a folder.
These naming conventions will make it easier to manage a folder structure containing many Folder Types.
Tip:Consider folder naming conventions carefully. Folder Types names are displayed in the folder search interface, which allows users to find specific folders. Choose a naming convention that makes sense for the user.
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