Adding Reference Documents to the EDM Briefcase - 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

EDM Briefcase allows you to add documents to the reference documents tab of the standalone briefcase without checking them out in both the OnBase Client and OnBase Web Client platforms.

  • These documents become a read-only copy and are used for reference only.

  • The OnBase document will not be read-only.

  1. Right-click on a document from the document list.
  2. Select Briefcase | Add Document as Reference.
  3. The Add Reference Documents dialog box is displayed.
  4. Select the Get only the latest revision of the document(s) radio button if you wish to only retrieve the last revision made.
  5. Select Get all revisions of the document(s) radio button if you wish to retrieve all revisions of the document.
  6. Click OK.

The document is now stored in the Reference Documents tab of your EDM Briefcase.

Note:

Depending upon your user rights to view revisions or versions, the Revision column of the Reference Documents tab will display the latest revision number or the latest stamped version number.