EDM Services Considerations in the Web Client - 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

If licensed for EDM Services, you can utilize several functions of the EDM Services module from a Workspace in Collaboration including the following:

  • Adding reference documents to the EDM Briefcase

  • Checking out documents to the EDM Briefcase

To add a reference document to the EDM Briefcase:

  1. Select Collaboration from the main drop-down menu.
  2. Select a Workspace that contains documents (i.e.: Microsoft Word and Excel documents, Text format).
  3. Right-click on the document in the results list.
  4. Select Briefcase | Add Document as Reference.

    To check out a document in a Workspace to the EDM Briefcase:

  5. Select Collaboration from the main drop-down menu.
  6. Select a Workspace that contains documents (i.e.: Microsoft Word and Excel documents, text format).
  7. Right-click on the document in the results list.
  8. Select Briefcase | Check Out Document.

See the EDM Services online Help or Module Reference Guide for additional information regarding the EDM Services and the EDM Briefcase.

Note:

The Briefcase option is not available in HTML-Only Mode of the Web Client for Collaboration.