You can add documents residing in OnBase to a static folder by using the Send To | Folder right-click option.
To add documents to a folder:
- Select one or more documents from a Document Search Results list.
Right-click the selected documents and select Send To |
Folder. The Send To Folder dialog box is
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.
- 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.
- Click Send to add the documents to the folder.
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