Workflow Considerations in the 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 Workflow, you can utilize several functions of the Workflow module from a Workspace in Collaboration including the following:

  • Create a new Workspace

  • Create a new Discussion Thread on a document

  • View all posts related to the Workflow document

  • Send the document to Workspace

  • Attach the document to the current Discussion Thread

To perform one of the above options, right-click on the document in the Document Viewer or Workflow Inbox, and select Collaboration and one of the following options:

  • Create New Workspace

  • Create New Discussion

  • View All Posts

  • Add to Workspace

  • Attach to Current Post

Note:

In order to use the Attach to Current Post right-click menu command, the Create Discussion Thread or Post Reply dialog boxes must be open. For more information, see the topic on applying security settings to a discussion thread in the Usage - Client chapter of the Collaboration module referenc guide.

Note:

You cannot right-click on an ODMA-compliant document in its Viewer (Example: Microsoft Word or Excel documents.) You can only right-click from the Workflow results list.

See the Workflow online help or Module Reference Guide for additional information regarding the Workflow options.