Adding Additional Documents to a Package - Document Packaging - English - Foundation 22.1 - OnBase - external

Document Packaging

Platform
OnBase
Product
Document Packaging
Release
Foundation 22.1
License

After the Documents Packages window has been opened, additional documents can be added to the package using the Add Documents button.

To add additional documents to a Document Package:

  1. From the Documents Packages window, click the Add Documents button.

    The Add Documents to Package window is displayed.

    This window functions as a standard Document Retrieval interface. Search for the documents you would like to include in the generated package. For more information on using the Document Retrieval interface, see the Web Client module reference guide.

    Note:

    Depending on template configuration, some Document Package templates may allow you to search for documents via Custom Query. See the Web Client module reference guide for information on using Custom Queries to search for documents.

  2. Select the documents you would like to include and click the Add to Package button.

The newly added contents are displayed at the end of the Included Documents list. When documents are brought into the package in this manner, they are added to the Other Documents document set.

After additional documents have been brought into the package, they can be selected or deselected as needed according to the steps found in Selecting Included Documents, or can have their pages adjusted using the steps found in Selecting Included Pages.