Document Sort Order - Records Management - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

The Document Sort Order options control how documents are ordered when folders of this Folder Type are opened. Select one of the following:

• None: Documents are displayed in the order that they are found in OnBase. This option provides results more quickly than other options, but users may have more difficulty finding the documents they need.

• Document Date: Documents are displayed in order by Document Date.

• Document Handle: Documents are displayed in order by Document Handle.

• Document Name: Documents are displayed in ascending or descending order by document Auto-Name.

• Document Type Name: Documents are displayed in ascending or descending order by Document Type name.

• Document Type Sequence: This option is available only for Folder Types configured to contain only Dynamic Document Types. When this option is selected, documents are displayed in the order their Document Types are listed under the Dynamic tab in Folder Type configuration.

• Document Type Number: This option is available for Folder Types configured to contain Static Documents, Dynamic Document Type Groups, or a combination of contents. Select this option to display documents in ascending order by Document Type Number.

• Date Documents Added to Folder: This option is only available for Folder Types configured to contain only Static Documents and created after OnBase 13. When this option is selected, documents are displayed in the order they were added to the folder.

• Keyword Value: This option is only available when the Folder Type contents are either Dynamic Document Types or Dynamic Document Type Groups, and one or more Document Types are assigned to the Folder Type. It is not available if the folder allows static documents. When this option is selected, documents are displayed in either ascending or descending order by the Keyword Value of the specified Keyword Type.

  Once selected, select the Keyword Type you would like to order by from the Order By Keyword Type drop-down list. Available Keyword Types are dependent on the selected Document Types in the Dynamic tab (i.e., Keyword Types assigned to selected Document Types are displayed).

After you have selected one of the above options, select either Ascending or Descending to display the documents in either ascending or descending order, according to the sort order you selected.