Organizing Documents - System Administration - On-Premises - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/System-Administration-On-Premises/Foundation-23.1/On-Premises-System-Administration/Overview/Introduction/Organizing-Documents - 2023-09-11

On-Premises System Administration

Platform
OnBase
Product
System Administration - On-Premises
Release
Foundation 23.1
License
Premier
Standard
Essential

The OnBase Client module provides several ways to organize your documents.

  • Documents that share common characteristics are grouped by Document Types. Documents Types can be further organized by Document Type Groups.

  • Documents of different Document Types can be organized across a preset structure of File Cabinets and folders.

  • Envelopes allow users to group related and unrelated documents together in a personal filing system that provides easy access to documents.