Using Folders - WorkView - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Premier

WorkView

Platform
OnBase
Product
WorkView
Release
Foundation 24.1
License
Premier

Folders created and available for classes are dynamic. Dynamic folder names are configurable. Dynamic folders contain documents that meet the configured specifications and are related to the associated object. These documents will automatically be pulled into the dynamic folder within an object's documents dialog box. When a dynamic folder is configured, Static will also be displayed in the documents dialog box, in addition to the configured dynamic folder(s). Static is used to hold documents that are manually attached to an object. Any document, regardless of whether or not it exists in a dynamic folder, can be attached to an object manually. The following is an example of an object using a dynamic folder.

Example of documents included in a dynamic folder.

To view documents within a dynamic folder, click on the appropriate dynamic folder in the dialog box. Double-click on a document.