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Creating OnBase folders and sub folders


Creating OnBase folders and sub folders

Issue/Symptom/Question

How are OnBase folders and sub folders created?

Applies To

OnBase Foldering 

Resolution/Fix/Answer

Based on document type assigned to the document. When a document type is assigned to a folder and the document is created/uploaded, the folder is automatically created for that doc type. 

If the feature is turned on, any applicable sub folders or parent folders can also be automatically created.  For example, if a Job Contract is uploaded, folders for POs, Subcontracts, Change Orders, etc., can automatically be created.
 


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