Creating 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
  1. In the OnBase Client module, open the New Envelope dialog box one of two ways:
    • Click the Create New Envelope toolbar button.

    • Select User | Envelopes | New Envelope.

  2. Type a logical name for the envelope.
  3. Click OK to create and open the envelope. The envelope's title bar includes the envelope name and the number of documents in the envelope.