Configuring a Folder Structure for Auto-Foldering - Configuring a Folder Structure for Auto-Foldering - OnBase - Records Management - OnBase/Records-Management/Foundation-23.1/Records-Management/Configuring-Standard-Folders/Auto-Foldering/Configuring-a-Folder-Structure-for-Auto-Foldering - 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

Auto-foldering can automatically create a folder structure, or file system, when documents are imported or re-indexed into Document Types configured for auto-foldering.

  • Auto-foldering must be configured for each Document Type using either the Document Type's Auto-Folder Configuration dialog box or the Auto-Folder tab in Folder Type configuration.

  • Keyword Types must establish the relationship between documents and folders and designate the inclusion or exclusion of documents in the folders.