Configuring Document Type Auto-Foldering - Configuring Document Type Auto-Foldering - OnBase - Records Management - OnBase/Records-Management/English/Foundation-22.1/Records-Management/Configuring-Standard-Folders/Auto-Foldering/Configuring-Document-Type-Auto-Foldering - English - Foundation 22.1

Records Management

Platform
OnBase
Product
Records Management
Release
Foundation 22.1
License
Premier
Standard
Essential
ft:lastPublication
2022-08-18T21:25:08.246000
ft:locale
en-US

In order for documents to auto-folder upon import to OnBase, their Document Type must be configured for auto-foldering. Ensure Document Types are available before beginning this procedure. See the Configuration Help for Document Type Configuration.

Assign the Document Type to the Folder Type for auto-foldering in one of two places:

  • Folder Type configuration

  • Document Type configuration

Either way will configure the Document Type for auto-foldering. Changes made to one configuration will be changed in the other configuration.