To automate specific EDM Briefcase functions in OnBase:
- In the OnBase Client, select User | User Options or right-click and select User Options.
-
In the Document tab under EDM Briefcase Options, select the appropriate options.
Option
Description
Check In Documents
Prompts the user to check in documents that have been checked out.
Synchronize Reference Documents
Documents are updated with any recently created revisions of the document you have saved while checked out.
Archive New Documents
Archives any new documents that are dragged into the New Documents tab of the Briefcase Viewer. The EDM Briefcase Archive dialog box displays. Enter the appropriate information and select Import to import the document into OnBase.
Note:The EDM Briefcase Archive dialog box performs the same functionality as the Import Document dialog box.
- Select Login or Logout depending on when you would like EDM Briefcase to prompt you with the options you selected.