Removing Documents from an Envelope: - Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/Client/Foundation-23.1/Client/Usage/Organizing-Your-Documents/Using-Envelopes/Adding-and-Removing-Documents/Removing-Documents-from-an-Envelope - 2025-02-04

Client
Platform
OnBase
Product
Client
Release
Foundation 23.1
License
Premier
Standard
Essential
  1. Open existing envelopes by selecting User | Envelopes | Open Envelope.
  2. Open an envelope from the Open Envelope dialog box.
  3. Select the document(s) to remove.
  4. Right-click and select Remove the selected document from the envelope, or select Remove All to remove all documents from the envelope.

    A confirmation message displays, asking you to confirm the removal of selected items from the envelope.

    Note:

    The documents are removed from the envelope, but not permanently deleted from the system. They can still be retrieved through the Document Retrieval dialog box.