If you have appropriate privileges, you can add documents to the Reference Documents tab of the Standalone EDM Briefcase without checking them out. Documents accessed from the Reference Documents tab are read-only and used solely for reference. The added documents remain available in OnBase for other users to work on or check out.
You can add a reference document to the EDM Briefcase from a Document Search Results list, a folder, or from an open document. To add a reference document to the EDM Briefcase:
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Right-click and select Briefcase | Add Document as Reference. The Add Reference Documents dialog box is displayed.
Note:To add an open OLE document, select Document | Briefcase | Add Document as Reference.