Draw an Outline of the Intended Results - Draw an Outline of the Intended Results - OnBase - Records Management - OnBase/Records-Management/Foundation-24.1/Records-Management/Configuring-Standard-Folders/Auto-Foldering/Before-Beginning-Auto-Foldering-Configuration/Draw-an-Outline-of-the-Intended-Results - Foundation 24.1 - Foundation 24.1

Records Management

Platform
OnBase
Product
Records Management
Release
Foundation 24.1
License
Premier
Standard
Essential
ft:lastPublication
2025-01-02T13:00:27.774000
ft:locale
en-US

Draw an outline of the intended results before configuring auto-foldering. Map out the folder structure, including the folders, the documents they'll contain, and how the documents will be organized (i.e., the Keyword Types that will be used).

Refer to this outline during auto-foldering configuration to see the relationships between auto-foldering components. The Example of Intended Results Outline illustrates a sample outline.