File cabinets contain folders, which contain documents that are placed in the folder from the OnBase Client interface, or that are automatically pulled into the folder according to Keyword Type Values (dynamic folders).
File cabinets and folders are configured by your system administrator. You may not have file cabinets and folders, depending on your system's configuration. You must have appropriate privileges to view, modify, add documents to, or remove documents from folders.
The Folders window displays all available file cabinets and folders. The following diagram highlights the main sections of the Folders window.
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Section |
Description |
|---|---|
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A |
Folder Tree: Displays folder hierarchy. Also allows you to add the Folders window to your Favorites or perform a folder search. |
|
B |
Document List: Lists all documents in the selected folder, unless a template is applied. |
|
C |
Child Folders/Related Folders: Displays child folders (subfolders) and related folders of the selected folder. |
|
D |
Document Viewer: Displays the selected document and folder tabs, if configured. |
|
E |
Folder Notes: Lists all folder notes in the current branch of the folder tree, if the branch is configured to allow notes. |
You can resize panes in the Folders window by dragging the borders between the panes. To collapse or expand a pane, click the arrow in the upper-right corner of the pane.
Folders are displayed in the Folder Tree pane.
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The first document in the selected folder displays in the Document Viewer.
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The list of all child folders of the selected folder displays in the Child Folders pane.
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The list of all documents in the selected folder display in the Documents pane.
To expand a folder, click the arrow next to its name.
When you expand a folder that contains no documents, the Web Client displays No Documents Found immediately below the folder name. This message also relates only to the folder itself, and does not mean that the child folders are empty. You can determine how many documents a folder contains by hovering your mouse pointer over the folder name. If the folder shows 0(zero) documents, that means only that there are no documents within that particular folder; its child folders may contain documents.
Some systems are configured to display a list of all of the documents of all child folders upon clicking the parent folder. See your system administrator for additional information regarding the Include Child Folder Static Contents option in Folder Type configuration.
Open the folder using one of the following methods:
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Double-click on the folder.
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Select the folder, right-click and select View Selected.
The right-click options available to you may vary according to your assigned privileges and the modules included in your OnBase solution.