Client Usage

EDM Services

Platform: OnBase
Product: EDM Services
Release: Foundation 23.1
License: Premier; Standard; Essential

Documentation Notice
Overview
Introduction
Core Services Office Add-In Support
EDM Briefcase
Prerequisites
Document Templates
Image Markups
Applications
Licensing
Simplified Licensing
Legacy Licensing
Installation
Requirements
General Requirements
Microsoft Visual C++ Requirements for EDM Briefcase
Licensing
Upgrade Considerations
Pre-Installation
ODMA
Briefcase Installation
Installing the EDM Briefcase Using the Installer
Change, Repair, or Remove an Installation
Installing the EDM Briefcase Manually
Disabling Remote Access to the Standalone EDM Briefcase
Command Line Switches and INI Settings
Command Line Switches
INI Settings
Backup/Recovery
Backup
Configuration
Registry Settings
External Files
Recovery
Configuration
Registry Settings
External Files
Additional Steps
INI File
Location
INI Considerations in a Citrix and Microsoft Windows Remote Desktop Environment
Editing the INI File
Troubleshooting
Common Errors
Notes, Redactions, Burned Markups, and Deficiencies on Documents with Overlays
Contacting Support
Configuration
Configuration Overview
EDM Services Unique Keywords
Property Mapping
Property Mapping Considerations
Mapping Document Properties to Keyword Types
Configuring Revisions
Configuring to Edit in the Integrated Office Viewer
Allow Persistent Checkout
Configuring Image Markup Options for Revisions
Allowing Image Markups
Saving Image Markups
Revision Stamp
Color Markups
Configuring Note Options for Revisions
Configuring Document Templates
User Groups & Rights
Document Types, Note Types, and Document Templates
Privileges
Product Rights
VBScript Hook Configuration
EDM Briefcase Configuration
EDM Briefcase Check In / Check Out Prerequisites
Prerequisites
EDM Briefcase User Options Configuration
Accessing the Standalone EDM Briefcase
Features
Specifying the Data Storage Location
Exiting the Briefcase
Office Integration Feature Matrix
Office 2019 Integration Feature Matrix Overview
Client Usage
Usage
Revisions
Retrieving a Revision
Viewing Revisions
Modifying a Revisable OLE Document
Document Revisions Dialog Box Options
Modifying a Non-Revisable OLE Document
Deleting Pages from a Revisable Image Document
Creating New Documents from Revisable Documents
Importing Revisions
Versions
Stamping Versions
Viewing Versions
Renditions
Printing Revisions/Versions
EDMS Drag and Drop Import
Importing Documents Using Windows Autoplay
Document Check-Out Status
Using Document Templates
Image Markups
Modifying Image Markups
Saving Image Markups
Standalone Office Add-In
Known Issues with the Standalone Office Add-In
Excel, PowerPoint, and Word - All Versions
PowerPoint - All Versions
Importing a Document with the Standalone Office Add-In
Saving the Document to the File System
Importing the Document
Retrieving a Document with the Standalone Office Add-In
Saving Documents with the Standalone Office Add-In
Saving Revisable Documents
Saving Non-Revisable Documents
Re-indexing a Document with the Standalone Office Add-In
EDM Briefcase Usage - Client
Prerequisites
Accessing the Standalone EDM Briefcase
Features
Specifying the Data Storage Location
Exiting the Briefcase
Accessing the Briefcase Viewer
Features
Briefcase Viewer Toolbar
EDM Briefcase User Options
Startup Options
Document Options
Using the EDM Briefcase
Adding Reference Documents to the Briefcase
Adding a Specific Revision or Rendition of a Document
Removing Revisions of Reference Documents
Retrieving Revisions of Reference Documents
Checking Out Documents
Undo Checkout
Add/Modify Keywords on Checked Out Documents
Viewing Check-Out Comments
Determining the Owner of a Checked Out Document
Checking Documents In
Archiving New Documents
Removing New Documents from the EDM Briefcase
Viewing Checked Out Documents
Synchronizing Documents
Synchronizing Documents in the Standalone EDM Briefcase
Synchronizing Documents in the EDM Briefcase
Web Client Usage
Usage
Revisions
Retrieving a Revision
Creating New Documents from Revisable Image Documents
Importing a Revision
Versions
Stamping Versions
Viewing Revision and Version Information
Printing Revisions/Versions
EDMS Drag and Drop Import
Checking Out Documents
Prerequisites
Checking Out Documents
Documents Checked Out Pane
Viewing Details of Checked Out Documents
Checking In Documents
Using Document Templates
Image Markups
Web Client Image Markups
Modifying Image Markups
Unity Client Usage
Usage
Revisions
Creating a Revision by Editing a Document
Creating a Revision by Importing a Document
Versions
Stamping Versions
Viewing Revision and Version Information
Comparing Revisions of Microsoft Word Documents
EDMS Drag and Drop Import
Using Document Templates
Printing Revisions/Versions
Image Markups
Modifying Image Markups
Using Persistent Checkout
Prerequisites
Checking Out Documents to your Workstation
Checking Out Other File Types
Checking Out Documents to Google Drive
Viewing Checked Out Documents
Checking In a Document
Importing a Different Document upon Check In
Undo Checkout
Overriding Persistent Checkout
Document Recovery
Revision Control User Options
System Interaction
System Interaction Overview
Automated Redaction
CAD Services
Document Imaging
Appending Pages to Existing Documents
Converting to Single Page Tiff File Pages
Digital Signatures
Integrated Office Viewer
Integration for Sharp MFP
Records Management
Workflow
Actions
Create Document From Document Template
Option: Document Template
Option: Keywords
Option: Fill Document Handle Keyword(s)
Option: Initiate Workflow
WorkView
Available Right-click Options

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