Assigning a Default Template to a Folder Type - 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

A default folder template is one that may be applied automatically upon opening a folder. A default template can be either fixed or determined when a user opens a folder. A fixed default folder template is the same template for all users accessing the folder, provided the users have rights to the template. A default folder template determined when the folder is opened relies on configured template patterns to select the correct default template.

For more information on configuring default templates, see the following sections