Adding Supporting Documents From an External Source - Agenda - English - Foundation 22.1 - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/Agenda/English/Foundation-22.1/Agenda/Usage/Creating-New-Agenda-Items/Creating-an-Agenda-Item-from-an-Entity-Legacy-Form/Adding-Supporting-Documents-to-a-Legacy-Agenda-Item/Adding-Supporting-Documents-From-an-External-Source - 2022-08-18

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

To add supporting documents from an external source, follow these steps:

  1. Click Add From File.
  2. Select one of the supporting document types assigned to the agenda item type. If the correct supporting document type is not listed, select Other...
  3. Select the document you want to import from the dialog box.
    Tip:

    You can also drag and drop files from your external storage location directly into the Supporting Documents tab.

    All supporting documents that are from an external source are displayed in the Supporting Documents tab with a corresponding Import icon:

  4. If you need to modify the document types, select the drop-down arrow in the Document Type field, and select the correct type from the corresponding drop-down list.
  5. Click Import. The Import layout is displayed, with the Document Type field pre-populated with the selected document type.
    Note:

    If keywords are mapped, the upload happens silently.

  6. Index your document with all required keyword values.
  7. Click Import. Your document is uploaded into OnBase and added to your agenda item as a supporting document.
    Tip:

    You can View or Remove supporting documents at any time by clicking on the appropriate buttons in the Supporting Documents pane. You can also rearrange the order of your supporting documents by dragging and dropping your documents into the desired order from this pane.