Copying or Moving Documents to Folders - 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

If you have sufficient privileges, you can organize folder contents by moving and copying documents to static folders.

  1. Open the folder containing the document you want to move or copy.
  2. Select the document you want to move or copy from the Document List pane. To select multiple documents, press Ctrl as you select each one.
  3. Right-click and select one of the following options:
    • Select Copy To Folder to copy a document from its current folder to another. Each folder then contains a link to a single copy of the document. If the document is modified in one location, the changes are reflected in both locations.

    • Select Move To Folder to remove the document from its current folder and add it to another. This option is unavailable if the folder is dynamic or if you have insufficient privileges to remove the document from its current folder.

    Depending on your selection, the Copy To Folder or Move To Folder dialog box is displayed.

    Example of Copy To Folder window.
  4. 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.
  5. Ensure the Folder Type bar above the folder tree says Static or Static/Dynamic. Documents cannot be manually added to a dynamic folder.
    In this example, the type of folder is Static/Dynamic.
  6. Click OK.
    If OnBase won't let you add a document to the folder, see If You Cannot Add a Document to a Folder.