Removing Documents from Folders - Removing Documents from Folders - Unity Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/Unity-Client/Foundation-23.1/Unity-Client/Usage/Folders/Adding-Uploading-and-Removing-Documents/Removing-Documents-from-Folders - 2025-06-04

Unity Client

Platform
OnBase
Product
Unity Client
Release
Foundation 23.1
License
Premier
Standard
Essential
ft:locale
en-US

If you have sufficient rights, you can remove static documents from static folders. Select the document from the Documents pane, right-click, and select Remove From Folder.

Note:

You cannot remove a Certificate of Destruction from a folder. For more information on Certificates of Destruction, see the Records Management module reference guide.

If a document is removed from a folder, it will not be removed from OnBase, just that folder.

You cannot manually remove documents from a folder that is dynamic. Dynamic folders automatically pull in documents based upon Keyword Value criteria. You also cannot manually remove documents that reside dynamically in a folder that is both static and dynamic.