Dynamic Folder - Web Parts for Microsoft SharePoint - English - Foundation 22.1 - OnBase - external

Web Parts for Microsoft SharePoint

Web Parts for Microsoft SharePoint
Foundation 22.1

Dynamic folders allow users to automatically store documents in folders based on Keyword Values.

  • A dynamic folder contains all documents that match specified Keyword Value criteria and Document Types. Whenever the folder is opened, its contents are updated automatically.

  • Documents that are automatically pulled into a dynamic folder are not physically moved. The folder just provides another way for users to easily access the document.

  • For documents to be added manually to a folder from within OnBase, the Folder Type must be static or both static and dynamic.

    If a folder is both static and dynamic, documents containing Keyword Values not matching the folder Keyword Values can be added manually. If a folder is dynamic only, documents cannot be manually placed in or removed from the folder from within OnBase.