Adding Documents to Static Folders - Unity Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Unity Client

Platform
OnBase
Product
Unity Client
Release
Foundation 23.1
License
Standard
Premier
Essential

If you have sufficient privileges, you can add documents residing in OnBase to a static folder. Documents may be added to a folder either by clicking and dragging them or by using the Send To | Folder right-click option. You may also move documents between folders and copy documents to multiple folders. A single document can reside in multiple folders because folders contain pointers to documents rather than actual copies.

The following topics describe the different methods for moving documents to static folders:

You may not be able to manually add documents to all folders. For potential conditions preventing you from adding documents to a folder, see If You Cannot Add a Document to a Folder