Before you can check documents in and out of OnBase with the EDM Briefcase, you must have the following prerequisites in place:
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Your database is licensed for EDM Services.
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The EDM Briefcase is installed on your system.
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The Document Type that you want to check out documents from is configured to Allow Persistent Check Out.
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You have specified a data storage location to store your checked out documents.
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You have User Rights for the Check In/Check Out features.
The EDM Briefcase allows users to:
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Check in documents
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Store Reference Documents, so that a user is not required to constantly check out documents
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Synchronize Reference Documents
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Create new documents and store them in the EDM Briefcase
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Archive new documents