Configuring how Documents are Displayed Using a Template - 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 configuring a folder template, you can determine whether all documents are displayed in a folder using this template.

To configure how documents are displayed using a template:

  1. From the Folder Templates dialog box, click the Settings button.

    The Folder Template Settings dialog box is displayed.

  2. Select one of the following options:

    Option

    Description

    Display only template items

    The template displays only documents that meet the configured template criteria. All other documents in the folder are hidden.

    Note:

    When creating a new template, this option is selected by default.

    Display all documents in the folder

    The template displays all documents contained in the folder. The documents meeting the template criteria are listed first, followed by any documents that do not meet the template criteria.

    Documents that do not meet the template criteria are ordered according to the folder Document Type order.
  3. Click Save.