Work Folder - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard
Note:

This option is not available in Unity Life Cycles.

Folders are used to contain supporting documents for the main document passing through the life cycle. As a simplified example, a folder for an accounts payable life cycle could contain purchase orders and vendor invoices to help users compare the quantity ordered on the invoice against the quantity ordered on the purchase order.

Note:

When selecting a work folder from the Work Folder tab, a context menu will only be available when a document from that folder is selected.

The Work Folder drop-down list contains folder types to which you have been granted rights from the User Groups/Rights submenu under the User menu in the configuration menu. If you have configured a folder for this queue, select it here. Configuring folders is discussed in detail in the Configuration help files.

Note:

Only folder types configured as Workflow folders will be displayed for selection in the Work Folder drop-down list.

Folders used within Workflow must have dynamic foldering configured and be set for Workflow in the Usage section for the Folder Type Settings tab.