Adding a Folder - Unity Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Unity Client

Unity Client
Foundation 23.1
  1. In the Folder Tree pane, select the folder (or file cabinet) into which you want to place the new folder.
  2. Right-click and select New Folder. The New Folder pane is displayed:
  3. Select a Folder Type for the new folder. Folder Types define the following folder characteristics:
    • Static or dynamic properties (how documents are filed)

    • Assigned Keyword Types (used for searching and organization)

    If no folders are available for you to create, then the message No folder types available is displayed under the drop-down.

  4. Index the new folder.
    • If a Folder Type requires a Keyword Value to be filled in (not left blank), the Required Keyword Type is displayed in red. You must supply a Keyword Value to create and save the new folder.

    • If the folder uses a Multi-Instance Keyword Type Group, you can add another instance of the Keyword Type Group by double-clicking the Keyword Type Group's name.

  5. Change the Folder Date if desired.
  6. Click Create or press the Enter key. The new folder is added to the Child Folders pane.