Changing Folder Keyword Values - 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 the appropriate user rights, you can change the Keyword Values assigned to a folder.

Note:

Depending on the Folder Type of the folder (Static or Dynamic), changing its Keyword Values may change the contents of the folder, removing existing documents and adding new documents to the folder. Ensure you understand the ramifications of changing Dynamic Folder Type Keyword Values before proceeding. See your system administrator for additional information.

  1. From the Folder Tree pane, select the folder.
  2. Right-click and select Keywords.
  3. The Folder Keywords pane displays the Keyword Types and values for the selected folder along with the Folder Type, folder auto-name (based upon the Keyword Values), and the Folder Date, which by default is the folder creation date.
    • Depending on your system configuration, one or more of the values may be masked or read-only. Keyword Values may be read-only because another user or process is working with them, or because you lack privileges to modify them.

    • 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 or by clicking in a Keyword Type field and pressing F6.

  4. Edit the Keyword Values.
  5. When finished, click Save Keywords. The Keyword Values are changed.