Features - 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 features three tabs:

Option

Description

Checked Out Documents

Displays documents checked out from OnBase.

Note:

The User column displays the OnBase user name of the person who has checked out the document, regardless of whether your system is configured to display users' real names. If users have the same real name, you can still determine which user checked out a document because the OnBase user name is unique.

Reference Documents

Stores documents for future reference. You may check in a document, yet still retain a read-only copy for future reference.

New Documents

Stores new or existing documents that are not yet stored within OnBase. To add new documents to your Briefcase, click and drag your documents into this section. You may archive them into OnBase by selecting the Synchronize all documents toolbar button.

Tip:

Check out or add reference documents to the EDM Briefcase by right-clicking and dragging selected documents from a list to the displayed tab in the Briefcase Viewer. For more information about checking out or adding documents as references, see Checking Out Documents or Adding Reference Documents to the Briefcase.