Adding a Folder - Web Client - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Web Client
Platform
OnBase
Product
Web Client
Release
Foundation 24.1
License
Standard
Premier
Essential

The following procedure describes how to create a new folder from the Folders window.

  1. In the Folder Tree pane, select the folder (or file cabinet) into which you want to place the new folder.
  2. Perform one of the following actions:
    • Right-click and select New Folder.
    • Click the Context Menu button in the upper-right corner and select New Folder.
    The Create New Folder dialog box is displayed.
    The New Folder dialog box allows you to select a Folder Type for the folder.
  3. Select a Folder Type for the new folder. Folder Types define the following folder characteristics:

    • Static or dynamic properties (how documents are filed)

    • Assigned Keyword Types (used for searching and organization)

  4. Index the new folder.

    • If the folder shares Keyword Types with the selected parent folder, then the folder automatically inherits values for these Keyword Types from the parent folder. You can change these values, if necessary.

    • If a Folder Type requires a Keyword Value to be filled in (not left blank), the Required Keyword Type is displayed in red. You must supply a Keyword Value to create and save the new folder.

    • If the folder uses a Multi-Instance Keyword Type Group, then the Keyword Type fields are in a collapsed state. Expand them by clicking the symbol to the left of the first Keyword Type name. You can add another instance of the Keyword Type Group by clicking the Keyword Type name or by clicking in a Keyword Type field and pressing F6.

  5. Change the Folder Date if desired.
  6. Click Create or press the Enter key. The new folder is added to the Child Folders pane.