Adding an Existing Document - Web Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential

Web Client

Platform
OnBase
Product
Web Client
Release
Foundation 23.1
License
Premier
Standard
Essential

To add documents residing in OnBase to static folders from a Document Search Results list:

  1. Right-click the document(s) and select Send To | Folder. The Send To Folder dialog box is displayed.
    The Select A Target Folder dialog box lists the available folders.
  2. Select the folder where you want to add the document(s).
    Depending on your system configuration, you may be prompted to search a Folder Type upon selecting it. For more information on searching folders, see Searching for Folders.
  3. Ensure the Folder Type bar above the folder tree says Static or Static/Dynamic for the selected folder. Documents cannot be manually added to a dynamic folder.
    For example, in this diagram, the indicated Folder Type is Static.
  4. Click Send to add the document(s) to the folder.
    If OnBase won't let you add the document to a folder, see the following section, If You Cannot Add a Document to a Folder.