Adding Documents to Static Folders - Web Parts for Microsoft SharePoint - English - Foundation 23.1 - OnBase - external

Web Parts for Microsoft SharePoint

Web Parts for Microsoft SharePoint
Foundation 23.1

If you have sufficient privileges, you can add documents residing in OnBase to static folders. A single document can reside in multiple folders because folders contain pointers to documents rather than actual copies.

  1. Select one or more documents from a Document Search Results list.
  2. Right-click the document(s) and select Send To | Folder. The Select A Target Folder dialog box is displayed.
  3. Select the folder where you want to add the document(s).
  4. Ensure the Folder Type bar above the folder tree says Static or Static/Dynamic. Documents cannot be manually added to a dynamic folder.
  5. Click OK to add the document(s) to the folder.
    If OnBase won't let you add the document to a folder, see the following section, If You Cannot Add a Document to a Folder.