Removing Documents from Folders - 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

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.