Clicking and Dragging Documents into a Folder - Unity Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Unity Client

Unity Client
Foundation 23.1

You can add documents residing in OnBase to a static folder by dragging the documents to the File Cabinets layout. Before adding documents, ensure that the File Cabinets layout is open in a separate window.

To add documents to a folder by clicking and dragging:

  1. Select one or more documents by doing one of the following:
    • Open documents.
    • Select one or more documents from a document search list.
  2. Click and drag the selected documents to the Folder Tree or Documents pane in the File Cabinets layout.
The Documents pane displays the added documents. You may need to refresh the Documents pane in order for the newly added documents to appear.

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