Adding Supporting Documents From OnBase - Agenda - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Agenda
Platform
OnBase
Product
Agenda
Release
Foundation 22.1
License
Standard
Essential
Premier

To add supporting documents that already exist within OnBase, follow these steps:

  1. Click Add From OnBase. The Find Supporting Document pane is displayed.
  2. Specify all necessary search criteria to retrieve the document you need, then click Find or press the Enter key. The Select Supporting Document dialog box will be displayed.
  3. In the Select Supporting Document dialog box, select the document you want, and click OK.
    Tip:

    You can view the supporting document from the Select Supporting Document dialog box by selecting the document and pressing the Enter key.