General and Default Options - 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

When creating a new Discussion Thread or creating a post, you may attach any necessary documents that exist in OnBase.

  1. Create a Discussion Thread or reply to a post.
  2. Click the Add Attachment button to add a document:

    The Add Attachment dialog box displays.

  3. Select one or more Document Type and click the Search button to retrieve a list of documents.

    To limit your search results, you may also enter Keyword Values in the Keyword Type fields.

  4. Select the View Document icon in order to view the document in a separate Document Viewer:
  5. Select the Add Document icon to add the document.

    Once the document has been added as an attachment, the Create New Discussion dialog box is displayed:

    Note:

    If your OnBase solution is licensed for EDM Services and the document that has been added as an attachment is configured to allow multiple revisions, the Revision Number is displayed preceding the document name.

    Click the View icon to view the document in a separate Document Viewer.

    Click the Remove icon to remove the document from the Attachment(s) list.

  6. Click the Add Attachment button and select any additional documents.
  7. Click Save.