Renaming Folder Types - 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

You can rename a configured Folder Type in the OnBase Configuration module. Renaming a Folder Type associated with a file cabinet also automatically renames the file cabinet.

This procedure does not rename existing folders or file cabinets in the OnBase Client. To rename existing folders, see Renaming Folders by Updating an Auto-Name String.

To rename file cabinets, see Renaming File Cabinets.

To rename a Folder Type:

  1. In OnBase Configuration, select Document | Folder Types. The Folder Type configuration dialog box is displayed.
  2. Select the Folder Type from the folder tree.
  3. Right-click the Folder Type and select Rename. The Rename Folder Type dialog box is displayed.
  4. Type a new name for the Folder Type in the New Name field.
  5. Click Save.
    Note:

    If you rename the Folder Type and the %N variable occurs in the Folder Type's Auto-Name string, then you must use the Rename All Folders of This Folder Type option to update the names of existing folders. See Renaming Folders by Updating an Auto-Name String.