Copying a Folder Template - Records Management - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

Records Management

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

Copying a folder template creates a new template based off the configuration of an existing template.

To copy a folder template:

  1. Do one of the following:
    • Select Document | Folder Templates.

    • From Folder Type configuration, click the Templates tab. Then, click the Templates button. This method is convenient if the template will be the default template for the selected Folder Type.

    The Folder Templates dialog box is displayed.

  2. Select the template you would like to copy.
  3. Click the Copy button.

    The Copy Configuration dialog box is displayed.

  4. Enter the name of the new template.
  5. Click Save. The template is added to the list.