Briefcase Viewer Toolbar - EDM Services - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

EDM Services

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

The Briefcase Viewer Toolbar offers the following options to manage documents within the Briefcase.

Icon

Option

Description

Get all revisions for selected document(s)

Retrieves any revisions of the selected document from OnBase. This button is only available from the Reference Documents tab.

Remove selected revision(s)

Removes selected revisions from your Briefcase. It does not delete any revisions from your system. This button is only available from the Reference Documents tab.

Synchronize selected reference document(s)

Obtains any recently created revisions of the document you have saved so that they are all within the Briefcase.

Check out selected document(s)

Checks out the selected document and checks it into the Checked Out Documents tab of the Briefcase. This button is only available from the Reference Documents tab. When you select this button, you are prompted with the Document Check Out dialog box.

Check in selected document(s)

Checks in the selected document back into OnBase. This button is only available from the Checked Out Documents tab.

Undo checkout on selected document(s)

Reverses the checkout process and returns the document into OnBase. This button is only available from the Checked Out Documents tab.

Synchronize all documents

Synchronizes all documents within the Briefcase. This button is available from all three tabs.

See Synchronizing Documents in the EDM Briefcase.