Example of an Auto-Foldering Document Type - Example of an Auto-Foldering Document Type - OnBase - Records Management - OnBase/Records-Management/Foundation-23.1/Records-Management/Configuring-Standard-Folders/Auto-Foldering/Configuring-Document-Type-Auto-Foldering/Example-of-an-Auto-Foldering-Document-Type - Foundation 23.1 - Foundation 23.1

Records Management

Platform
OnBase
Product
Records Management
Release
Foundation 23.1
License
Premier
Standard
Essential
ft:lastPublication
2025-01-02T15:16:57.212000
ft:locale
en-US

In this example, both the Bank Account Folder Type and the Bank Account Statements Document Type have the Keyword Types Branch Number and Account # assigned. Keyword Types are assigned to Document Types from the following Document Types dialog box options:

  • Keyword Types, which displays the Keyword Type Assignment dialog box.

  • Auto-Foldering, which displays the Auto-Folder Configuration dialog box. Selecting Keyword Types displays the Auto-Folder Keywords dialog box.