Create sub-folder in 'enveloping'...

[Kathleen_Olsson]

Staff are using 'enveloping' for documents that our auditors require access to.  What we are finding is that we need to creaet sub-files beneath this main auditor file to keep docs together and organized. See below:

Auditor - Loan --> ENVELOPE NAME

    + Loan #1 --> all docs pertaining to Loan #1 are sahred here.
    + Loan #2 --> all docs pertaing to Loan #2 are shared/stored here

Is there a way to create these sub-folders and share them.  Ideally anything in the subfolder is shared based on what you set on the parent folder in terms of access. 
       

[Danielle_Durda]

All I've been able to come up with is naming conventions so the document list is organized. I'd be interested in this - one suggestion would be to have Hyland include the same filtering, sorting and grouping options that are available in custom query result lists. (see attached snip)

[Mary_Ballard]

I am also trying to figure out how I can create sub-folders or dropdowns inside my OnBase Client tabs. Does anyone know how to do this?