Adding Documents to 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

You can add documents to a workspace to share with other users.

Note:

You must have rights to the Document Type to add the document to a workspace.

  1. Access a document in one of the following ways:

    • An unopened document from a Document Search Results list

    • An open document

  2. Right-click on the open document or the document listed in the Document Search Results list and select Collaboration | Add to Workspace. The Add to Workspace dialog box is displayed.
  3. Select the workspace to where the document should be added.
  4. Click OK. The document is added to the selected workspace.