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

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

The Work Folder tab displays a list of all of the documents that are related to the main document selected. If the main document has multiple values for a keyword type that is assigned to the working folder, all documents that have either of the values assigned to it will be pulled into the working folder as a related document.

To open a related document:

If using Internet Explorer 11 or a supported Firefox or Safari browser: Double-click on the document.

If using another supported browser: Click on the document.

Note:

A document must be selected in order for the context menu to display in the Work Folder tab.

When the Work Folder tab is selected, the Related Documents Display in Separate Window button and the Show Second Pane/Close Second Pane button are available for selection in the toolbar.

Related Documents Display in Separate Window Button

Related Documents Display in Primary Window

Related Documents Display in Separate Window

Show Second Pane/Close Second Pane Button

Show Second Pane

Close Second Pane

When the Related Documents Display in Separate Window button is selected, related documents will open in a separate window, leaving the original document in the Document Viewer window.

Note:

The Related Documents Display in Separate Window setting persists even after the Web Client is closed.

Note:

If a ZIP file is opened when this option is selected, an additional blank window will be displayed in addition to the ZIP file window. This is Windows functionality.

When the Show Second Pane button is selected, the document viewing area is divided into two panes. The left pane displays the selected document and the right pane displays the selected related document. If you don't want to use the two pane display, click the Close Second Pane button. You can configure the second pane to display by default by adjusting your Client Settings. See Configuring the Second Pane to Display by Default for more information.

If both the Related Documents Display in Separate Window and Show Second Pane buttons are selected, the Related Documents Display in Separate Window functionality overrides the two pane display setting. If neither is selected, related documents will replace the original document in the Document Viewer.

Note:

If the Related Documents Display in Separate Window button is selected and a related document is displayed in the second window, when the primary document leaves the queue (or primary viewer), the related document remains displayed in the second window.

Note:

When a Keyword Type that is determining the contents of the Work Folder has a value that contains an asterisk (*) or question mark (?), the characters are treated as wildcards and all documents that meet the criteria are returned as related documents.

Note:

Related WorkView objects that belong to external classes are not supported in the Web Client.

The following right-click options are available from the Work Folder tab when a document is selected:

  • Keywords

  • Send To

  • Delete

  • Properties

  • Template

  • Filter

Note:

You may have more options available depending on user rights and licensing. You may also not have any of these options depending on granted user rights.