Sharing an Envelope - Document Transfer - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Standard - Premier - Standard

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

To share an envelope, you must have full control of the envelope and envelope sharing privileges.

To share an envelope and its contents with other users,

  1. Select an envelope.
  2. Right-click and select Envelope Sharing.
    The Envelope Sharing User Configuration dialog box displays.
  3. Add the user(s) to share the envelope with.
  4. To allow additional permissions for each user, select the user and click Settings.

    The Envelope User Settings dialog box displays.

  5. Assign the user appropriate permissions, which are described in the following table:

    Permission

    Description

    Full Control

    Allows the selected user to do the following:

    • Share the envelope.

    • Add documents to the envelope.

    • Remove documents from the envelope.

    Add Items

    Allows the selected user to add documents to the envelope.

    Remove Items

    Allows the selected user to remove documents from the envelope.
  6. Click Save.
  7. Click Close to exit Envelope Sharing User Configuration dialog box.