Adding Documents To a Workspace - Collaboration - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - Standard - external - Standard - Premier

Collaboration
Platform
OnBase
Product
Collaboration
Release
Foundation 23.1
License
Standard
Premier
Note:

You must have rights to the Document Type in order to add the document to a Workspace.

Ensure you are in Document Retrieval. Click Document Retrieval in the Main Menu.

  1. From a Document Search Results List or any open document, right-click and select Collaboration | Add to Workspace. The Add to Workspace dialog box displays.
  2. From the Select Workspace drop-down select list, select the Workspace to which you want to add the document and click OK.