Folders and File Cabinets: Hands-On Lab
SECTION 1: Questions, Comments & Feedback
| 01 | Getting Started |
SECTION 2: Final Assessment (Earn 80% or higher to earn credit)
| 02 | Final Assessment |
OnBase Folders and File Cabinets allow users to electronically access related documents in a way that is as familiar and intuitive as physical folders and file cabinets, but with the added benefits and security offered by OnBase.
Learn to design a Folder and File Cabinet structure, and configure it so that it can be automatically created and populated without user interaction!
- Premium
- P1710
- Beginner
- 1 hr
- Available with Premium Subscription
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Prerequisites
Topics Covered
- Accessing the Folders and File Cabinets Interface
- Designing a New Folders and File Cabinets Solution
- Auto-Foldering
- Deciding which Keywords to Use in the Solution
- Configuring the File Cabinet Structure
- Configuring Parent and Child Folders
- Auto-Foldering Existing Documents
- Deleting Folders from the Client vs. Deleting Configuration
- Configuring the Solution to Automatically Display Documents
- Testing the Folders and File Cabinet(s) Structure
- Auto-Creating Child Folders