User Copyable - Records Management - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Records Management

Platform
OnBase
Product
Records Management
Release
Foundation 23.1
License
Standard
Premier
Essential

This option allows users to copy folders of this Folder Type to other folders. By copying folders, users can quickly create duplicate records of data in the folder system while maintaining one set of documents.

  • All Keyword values from the original folders are replicated on the copies.

  • When a folder is copied, all of its child folders are copied as well. Child Folder Types don't need to be configured as copyable.

  • Users must have the Copy folder privilege for the selected Folder Type to copy folders.

  • Users can copy folders only in the OnBase Client. Users cannot copy folders in the OnBase Web Client or Unity Client.