Configuration Overview - Collaboration - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Standard - Premier - Standard

Collaboration

Platform
OnBase
Product
Collaboration
Release
Foundation 23.1
License
Premier
Standard

Configuration of the Collaboration module consists of the following items:

  • Assigning the Collaboration User Group Product Right

  • Configuring templates by which to base Workspaces - Configuration Module

  • Creating Workspaces - Client Module

    Create Workspaces

    Assign users to Workspaces

    Assign Discussion Thread rights, WorkView Object rights, document rights to those users

    Configure notification options

  • Configuring documents or WorkView Objects that are not in a Workspace with Discussion Threads - Client Module

    You can assign Discussion Threads to individual documents that are not in a Workspace.

    You can also assign user groups and/or users to the Discussion Thread, and configure notifications to be sent whenever someone replies to the Discussion Thread.

Note:

Although you can configure templates and Workspaces for your system prior to using the Collaboration features, creating Workspaces, Discussion Threads and configuring both for users and default settings will often take place during the usage of Collaboration. For this reason, all configuration items with the exception of Configuring Templates can be found in the usage section of this chapter.