Creating an Envelope - 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
  1. In the OnBase Client module, open the New Envelope dialog box one of two ways:
    • Click the Create New Envelope toolbar button.

    • Select User | Envelopes | New Envelope.

  2. Type a logical name for the envelope.
  3. Click OK to create and open the envelope. The envelope's title bar includes the envelope name and the number of documents in the envelope.