Before Beginning Auto-Foldering Configuration - Records Management - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential

Before Beginning Auto-Foldering Configuration - Records Management - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Records Management

Platform

OnBase

Product

Records Management

Release

Foundation 24.1

License

Standard

Essential

Premier

Before configuring auto-foldering, ensure you understand the Keyword relationships between documents and folders. Perform the following tasks.

Draw an Outline of the Intended Results.
Identify Keyword Types for Organizing Folders and Documents.