Procedure - Records Management - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

Records Management
Platform
OnBase
Product
Records Management
Release
Foundation 23.1
License
Essential
Standard
Premier
  1. To configure a Folder Type for folder notes, select Document | Folder Types in OnBase Configuration.
  2. Select the Folders Type to designate as a parent Folder Type for folder notes.
  3. From the Settings tab, select the Parent Folder for Folder Notes option.
    Tip:

    If folders containing notes must be movable, make the parent folder for folder notes movable. This configuration allows all notes to be moved with the parent. If you configure a child folder to be movable, then any bookmarks pointing to the child folder may be broken when the child folder is moved.

  4. Click Save. Once Folder Note Types are configured in OnBase Configuration or the OnBase Client, then notes can be placed on folders and child folders of the selected Folder Type.