Creating an Envelope - Document Transfer - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Standard - Premier - Standard - OnBase/Document-Transfer/Foundation-24.1/Document-Transfer/Working-with-Envelopes/Working-with-Envelopes/Using-Envelopes/Creating-an-Envelope - 2025-04-01

Document Transfer
Platform
OnBase
Product
Document Transfer
Release
Foundation 24.1
License
Premier
Standard
  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.