Adding Documents to Folders That Are Not Open - 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

To add a document to a folder that is not open:

  1. In the File Cabinets window, open the managed folder to add the document to.
  2. From an open document or from a list with one or more documents selected, press and hold the right mouse button to hook the document(s).
  3. Drag the document(s) to the File Cabinets window and release the mouse button. OnBase displays a confirmation prompt, which indicates that the destination folder is not open.
  4. Click Yes to add the document to the folder. OnBase displays a security message indicating that the document was added to the managed folder.