Creating 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/Creating-an-Envelope - 2025-02-04

Client
Platform
OnBase
Product
Client
Release
Foundation 23.1
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.