Configuring a Folder Structure for Auto-Foldering - 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

Auto-foldering can automatically create a folder structure, or file system, when documents are imported or re-indexed into Document Types configured for auto-foldering.

  • Auto-foldering must be configured for each Document Type using either the Document Type's Auto-Folder Configuration dialog box or the Auto-Folder tab in Folder Type configuration.

  • Keyword Types must establish the relationship between documents and folders and designate the inclusion or exclusion of documents in the folders.