Auto-Folder Tab - 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

The tab is unavailable if any of the following conditions are met:

  • The Folder Type is configured for Workflow.

  • The Folder Type is configured to contain folders only.

  • The Folder Type is a top-level Folder Type.

  • The top-level Folder Type in the current structure is not assigned a file cabinet.

  • Common parent Keyword Types are assigned between the top-level Folder Type and the immediate child Folder Type. This configuration could result in a file cabinet being created through auto-foldering. As a best practice, do not assign Keyword Types to the top-level Folder Type.