Creating a Document Level Discussion Thread Independent of 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

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.

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 | Create New Discussion.
    Note:

    For instructions on Retrieving Documents using the Retrieve a Document feature, Custom Queries, Envelopes or Folders, see the appendix.

    The Create New Discussion dialog box is displayed. This is where the first post of the Discussion Thread is created.

    Note:

    Only the first 75 characters of the document's name is displayed in the Create New Discussion dialog box header. If the document's name is longer than 75 characters, the entire document name can be viewed in the tool tip by scrolling the pointer over the dialog box's header.

  2. Enter a name for the Discussion Thread in the Subject field and enter the first post of the Discussion Thread in the larger field below it. Posts may not exceed 4096 characters.
    Note:

    Depending upon your system configuration, you may not have the Apply Security button. See your system administrator for questions regarding thread level security.

    If necessary, click the Clear All button to clear the contents of the Subject field and the post.

  3. Click the Apply Security button to assign users and user groups to the Discussion Thread.
    Note:

    Depending upon your system configuration, you may not have the Apply Security button. See your system administrator for questions regarding thread level security.

    The Discussion Thread Security dialog box is displayed:

    1. Select the Apply Security check box to assign users or user groups to the discussion thread. The user group options are displayed.
    2. Give users or user groups rights to the Discussion Thread by moving them from the Available User Groups or Available Users lists to the assigned user groups or assigned users lists.
    3. Select the Notify new members that they have been invited to inform new members of the Discussion Thread via email.
  4. Click Save to save and close the Discussion Thread Security dialog box.
  5. If necessary, click the Add Attachment button to attach an OnBase document to the Discussion Thread.
  6. The Add Attachment dialog box is displayed.
    1. Search for any documents you would like to attach to the Discussion Thread.
    2. Once documents have been returned from your search, click the View Document button to view the document or the Add Document button to add it to the Discussion Thread.
  7. Click Save to save the new Discussion Thread or click Cancel to exit the Create New Discussion dialog box without creating the Discussion Thread.
    Tip:

    This feature is independent of a Workspace. However, if a document is in a Workspace and you want to add a Discussion Thread to it, independent of the Workspace, follow this same procedure. Your Discussion Thread will then be available from any Document Search Results list or from the open document, regardless of from where it is being viewed. See View all Posts for a Document Independent of a Workspace for information on obtaining document level threads from a Document Search Results list or open document.