Removing Documents from Folders That Are Not Open - 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

To remove a document from a folder that is not open:

  1. Select one or more documents in the folder.
  2. Perform either of the following actions:

    • Right-click and drag the documents to the Client module desktop.

    • Right click and select Remove From Folder.

  3. Click Yes to confirm the removal, when prompted. OnBase displays a confirmation prompt, which indicates that the folder is not open.
  4. Click Yes to confirm that you want to remove the document from a managed folder that is not open. The document is removed from the folder.