Setting Document Types to Auto-Folder in Workflow - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

You can configure specific Document Types to auto-folder at the Folder Type level only when used in conjunction with this action. To set a Folder Type to auto-folder a specific Document Type only when initiated by a Workflow action:

  1. In the Configuration module, select Document | Folder Types.
  2. Select the folder type that auto-folders based on the Document Type that is associated with the documents affected by the configured auto-foldering action.
  3. Select the Auto-Folder tab.
  4. Select the Document Type within the Selected Document Types box that you want to auto-folder only in conjunction with Workflow actions.
  5. Select the Only Auto-Folder this Item from Workflow Auto-Folder Actions check box.
  6. Repeat steps 4 and 5 for each Document Type you want to configure auto-foldering in conjunction with Workflow actions.
  7. Click Save.

If you are configuring the action for related documents, see Related Tab for more information.