Working with Folder Pop-up Lists - 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

Upon selecting a folder or file cabinet, the Select Child Folder dialog box may be displayed. Child folders of the selected folder are listed in this dialog box. You can filter, use right-click options on, and open folders in this list.

  1. To find a specific folder, start typing its name in the field above the list.

    For example, to find folders for a customer whose name begins with P, type P.

    Note:

    If no folders are displayed, begin typing the name of the folder you need. The text above the filter bar indicates the number of characters required (excluding prepopulated static characters) before folders are displayed. After you've typed the number of characters required, OnBase displays all folders matching your criteria. The minimum number of characters required is configured by your system administrator.

  2. Double-click a folder to open it. The folder is added to the Folder Tree pane.

    The following icon is also displayed in the Folder Tree pane under the parent folder. This icon indicates that the parent folder contains more folders that are not currently displayed.

  3. Repeat these steps for each child folder you need to view. Each subsequent folder is added to the Folder Tree pane, making it easy to work back and forth between them.