Opening File Cabinets and 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

File cabinets contain folders, which contain documents that are placed in the folder from the OnBase Unity Client interface, or that are automatically pulled into the folder according to Keyword Type values (dynamic folders).

In the Unity Client, you can view documents in folders, and in some cases, you can delete documents in folders. Folders are accessed in the Unity Client from the Home ribbon.

Your system administrator configures the file cabinets and Folder Types that folders are based on. You may not have access to file cabinets and folders, depending on your system's configuration. You must have appropriate rights to view, modify, add documents to, or remove documents from folders.

To access folders from the Unity Client:

  1. Click File Cabinets in the Home ribbon.
  2. The Browse Folders and File Cabinets layout displays all available file cabinets and folders:
    Tip:

    To resize folder panes, place your cursor over the border between two panes, and then click and drag the border to the new height or width.

  3. To view the contents of file cabinets and folders, click the triangle to the left of the file cabinet or folder, or select the folder.
  4. Folders are displayed in the Folder Tree pane.
    Note:

    Depending on the Folder Type configuration, the Documents pane may list all static documents residing in the selected folder's child folders. Static documents are those that have been manually added to a folder. See your system administrator for information about your folder system's configuration.

  5. Select a folder to open it.

    To collapse all opened child folders under a parent folder, right-click the parent folder and select Clear List. This is different than clicking the triangle next to an opened parent folder, which only hides an expanded folder list.

    • The Child Folders pane lists all child folders of the selected folder. This pane is collapsed by default.

    • The Related Folder s pane lists all related folders of the selected folder. This pane is collapsed by default if there are no available related folders the user can access.

    • The Documents pane lists all documents in the selected folder.

    • The first document in the selected folder may be displayed in the document viewer, depending on your system's settings.

    • If the folder is configured to display its child folders as tabs, the first child folder is opened.

      Tip:

      To refresh contents of a Folder layout pane, right-click within the pane and select Refresh. Refreshing the Folder Tree pane will also refresh the Documents pane.

    A pop-up list or search dialog box may be displayed, prompting you to specify the child folder to open. This behavior varies depending on the folder's configuration. See the following topics for more information:

  6. To open a folder from the Child Folders or Related Folders pane, use one of the following methods:
    • Double-click on the folder.

    • If child folders are displayed as tabs (in the right pane), click the tab to open the folder.

  7. To open a document, select it from the Documents pane.