Adding Documents to a Workspace During Document Import - 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 a document to a workspace directly upon importing it into OnBase.

To add a document to a workspace during document import:

  1. Import a document into OnBase by one of the following ways:

    • Select File | Import

    • Drag and drop the file onto the OnBase desktop

    • Click the Import Documents button on the OnBase Client toolbar

    Note:

    For more information on importing documents, see the OnBase Client documentation.

    The Import Document dialog box is displayed.

  2. Enter the necessary information for importing the document.
  3. From the My Workspaces pane, select a workspace in the list to where the document should be added.
    Note:

    The workspaces listed in the My Workspaces pane are workspaces you have rights to.

  4. Click Import.
    Note:

    If the workspace is open when you add a new document, you must click the Refresh button to view the added document. See Viewing a Workspace for more information on the Refresh button.