Multiple Instances of Keyword Types and Auto-Foldering - 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

When a Keyword Type used for auto-foldering has multiple values, OnBase automatically creates a folder for each Keyword value and places the document in each folder.

For instance, consider an Auto Insurance form that contains the following Keyword Types:

  • Driver SSN: 111-11-1111

  • Driver SSN: 222-22-2222

  • Driver Name: Martha Washington

  • Driver Name: George Washington

This form must be auto-foldered into a Driver SSN folder. The Driver SSN Folder Type is set to auto-folder on both Driver Name and Driver SSN Keyword Types.

To ensure the folder contains the correct Driver SSN and Driver Name association, you must assign the Keyword Types to the Document Type in a Multi-Instance Keyword Type Group.