Sending Documents to 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 using the Send To | Folder right-click option.

To add documents to a folder:

  1. Select one or more documents from a Document Search Results list.
  2. Right-click the selected documents and select Send To | Folder. The Send To Folder dialog box is displayed.
  3. 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.
  4. 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.
  5. Click Send to add the documents to the folder.
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