Document Options - 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

You can select Document options automate specific EDM Briefcase functions in OnBase.

  1. Select User | User Options, or right-click and select User Options.
  2. In the Document tab under EDM Briefcase Options, select the appropriate options.

    Option

    Description

    Check In Documents

    Prompts you to check in documents residing in the Checked-Out Documents tab of the EDM Briefcase.

    Synchronize Reference Documents

    Documents listed in the Reference Documents tab are updated with the latest revisions of the documents residing in OnBase.

    Archive New Documents

    Archives new documents listed in the New Documents tab. The EDM Briefcase Archive dialog box is displayed. Index the new document and click Import to import the document into OnBase.

    Note:

    The EDM Briefcase Archive dialog box performs the same functionality as the Import Document dialog box.

  3. Select Login or Logout, depending on when you would like the EDM Briefcase to prompt you with the options you selected.