Adding Documents to an Envelope: - Document Transfer - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - Standard - external - Standard - Premier

Document Transfer
Platform
OnBase
Product
Document Transfer
Release
Foundation 23.1
License
Standard
Premier

From the Document Search Results list:

  1. Select one or more documents from the Document Search Results list.
  2. Right-click on the selected documents and select Send To | Envelope.
    Note:

    Documents must be indexed before being added to an envelope.

    The Append to Envelope window is displayed. The number of available envelopes displays in the title bar.

  3. Double-click the envelope(s) to which you want to append the document(s).

    From the Text Search Results list:

  4. Select one or more documents from the list.
    Note:

    Do not double-click the document(s) to display a list of occurrences of the search string. The document cannot be added to the envelope from this list.

  5. Right-click on the selected document(s). The cursor changes to an image of a document with a hook through the top-right corner.
  6. Drag the document(s) to the open envelope.
    Note:

    Documents must be indexed before being added to an envelope.

    From an open document:

  7. Right-click on the document and select Send to | Envelope.
    Note:

    Documents must be indexed before being added to an envelope.

    The Append to Envelope window is displayed. The number of available envelopes is displayed in the title bar.

  8. Double-click the envelope(s) to which you want to append the document(s).