Organizing Documents - Client - English - Foundation 22.1 - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential

Client

Platform
OnBase
Product
Client
Release
Foundation 22.1
License
Premier
Standard
Essential

The OnBase Client module provides several ways to organize your documents.

  • Documents that share common characteristics are grouped by Document Types. Documents Types can be further organized by Document Type Groups.

  • Documents of different Document Types can be organized across a preset structure of File Cabinets and folders.

  • Envelopes allow users to group related and unrelated documents together in a personal filing system that provides easy access to documents.