Copying Documents to Another Folder - 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

A single document can reside in multiple folders because folders contain pointers to documents rather than actual copies. Documents that are in a static folder can be added to another folder by copying the link from one folder to another.

Using the Copy to Folder function does not create a copy of the original document. For steps on copying documents, see Copying Pages and Documents in the Separation Workspace.

To copy a document from its current folder to another folder:

  1. Open the folder containing the documents you want to copy.
  2. Select one or more documents from the Document List pane.
  3. Right-click the selected documents and select Copy to Folder. The Copy to Folder dialog box is displayed.
  4. Select the folder where you want to add the documents.
    Depending on your system configuration, you may be prompted to search a Folder Type upon selecting it. For more information on searching folders, see Searching for Folders.
  5. Ensure the Folder Type bar above the folder tree says Static or Static/Dynamic for the selected folder. Documents cannot be added manually to a dynamic folder.
  6. Click Copy to copy a document from its current folder to another.
After copying, each folder contains a link to a single copy of the document. If the document is modified in one location, the changes are reflected in both locations.
Note:

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