Creating a Document Level Discussion Thread Independent of a Workspace - 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

Documents do not have to be in a workspace to be associated with a discussion thread. Documents can contain discussion threads independently of workspace threads.

Tip:

You can start a discussion thread independent of a workspace on a document that is added to a workspace. Your discussion thread is then available from any Document Search Results list or from the open document, regardless if it is viewed from the workspace or from the document.

To create a document level discussion thread independent of a workspace:

  1. From a Document Search Results list, or any open document, right-click and select Collaboration | Create New Discussion. The Create Discussion Thread dialog box is displayed.
  2. Enter a subject for the discussion thread in the Subject field.
  3. Enter the text to start the discussion thread in the empty field below the Subject field.
    Note:

    The maximum character limit for this field is 4096.

  4. Attach any documents to the discussion thread, if necessary. See Attaching Documents to a Discussion Thread for more information on attaching documents.
  5. Click the Apply Security button to add security to the discussion thread, if necessary.

    The Discussion Thread Security dialog box is displayed.

    Note:

    Depending on your system configuration, the Apply Security button may not be available. See your system administration for questions regarding discussion thread level security.

  6. Select Apply Security. Available users and user groups are displayed to apply security to.
  7. From the Available User Groups list, select the users you want to give access to the discussion thread.
  8. Click Add. The selected users are moved to the Assigned User Groups list.
    Note:

    Assigned user groups have the same user group rights in the discussion thread as the user group rights assigned to the workspace.

  9. From the Available Users list, select any individual users you want to give access to the discussion thread.
  10. Click Add. The selected users are moved to the Assigned Users list.
    Note:

    Assigned users have the same user rights in the discussion thread as the user rights assigned to the workspace.

  11. Select Notify new members that they have been invited if you want to send email notifications to the users in the Assigned Users list that they are invited to view the discussion thread.
  12. Click Save.