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How do I change a folder name in OnBase


How do I change a folder name in OnBase

Issue/Symptom/Question

How do I change a folder name in OnBase

Environment

OnBase Client

Unity Client

OnBase Configuration

Resolution/Fix/Answer

  1. Log into the OnBase Server to access the OnBase Configuration tool.
  2. Open up the OnBase Configuration tool as a MANAGER user.
  3. Select Document ===> Folder Types

  4. Open the File Cabinet to display the folder tree


  5. Click on Folder to be re-named
  6. Choose Auto-Name tab
  7. Enter new display name in top entry box
  8. Click Save


NOTE:   The OnBase application pools will need to be reset for this to take effect in the Unity or Web Clients