Configuring Document Type Auto-Foldering - Records Management - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential

Records Management

Platform
OnBase
Product
Records Management
Release
Foundation 24.1
License
Premier
Standard
Essential

In order for documents to auto-folder upon import to OnBase, their Document Type must be configured for auto-foldering. Ensure Document Types are available before beginning this procedure. See the Configuration Help for Document Type Configuration.

Assign the Document Type to the Folder Type for auto-foldering in one of two places:

  • Folder Type configuration

  • Document Type configuration

Either way will configure the Document Type for auto-foldering. Changes made to one configuration will be changed in the other configuration.