Opening 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
  1. To view the contents of file cabinets and folders, click the arrow to the left of the file cabinet or folder.
  2. Folders are displayed in the Folder Tree.
    Image of tree structure in which folders are displayed within file cabinets.
  3. Select a folder to display its contents.
    • The Child Folders pane lists all child folders of the selected folder.

    • The Related Folders pane lists all related folders of the selected folder.

    • The Document List 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 a folder pane's contents, either right-click within the pane and select Refresh, or click on the Context Menu button in the upper-right corner and select Refresh.

    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:

    Note:

    Depending on the Folder Type configuration, the Document List 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.

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

    • Select the folder, right-click and select View Selected.

    • Select the folder, click on the Context Menu button in the upper-right corner, then select View Selected.

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

  5. To open a document, select the document from the Document List pane.