Usage and Content Settings - 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 you create a Folder Type, you must specify how it will be used and what it will contain.

  1. With the Folder Type selected in the folder tree, select the Usage option for the Folder Type. Unless the Folder Type will be used solely for Workflow Work Folders or Records Management, select Client. This allows the Folder Type to be used in the Client module.
    For information about Workflow Work Folders, Records Management, or Document Tracking, see the respective documentation for these modules.
  2. Under Contents, select the option describing what folders of this Folder Type will contain:

    Available options are described in the following table:

    Contents

    Description

    None (Folders Only)

    Select to allow only child folders to be placed directly in the folder, not documents. With this setting, documents can be placed only in child folders within the folder.

    Note:

    If the Include Child Folder Static Contents display option is selected for a None (Folders Only) Folder Type, its child folders' documents will be displayed directly in the folder.

    Static Documents

    Select if folders of this Folder Type will contain documents as well as folders.

    Any type of document can be placed into a static folder. Because there are no Document Type restrictions, you don't need to configure dynamic folder parameters.

    Static and Dynamic Documents

    Select if folders of this Folder Type will contain both static folders as well as dynamic folders.

    Dynamic Document Types

    Select if folders of this Folder Type will contain documents as well as folders.

    Documents from Document Types configured for the folder are displayed in the folder. Every time the folder is opened, the database is queried for documents that match the folder's Document Type and keyword criteria.

    Be sure to configure dynamic parameters for the Folder Type. See Dynamic Folder Type Configuration.

    Dynamic Document Type Groups

    Select if folders of this Folder Type will contain documents as well as folders.

    Only documents from Document Type Groups configured for the folder are displayed in the folder. Every time the folder is opened, the database will be queried for documents that match the folder's Document Type Group and keyword criteria.
    Note:

    If a Folder Type has both static and dynamic contents, it is possible for folders to contain duplicate documents. A document is displayed twice in a static and dynamic folder if the document meets the dynamic criteria and is also placed in the folder manually.