Adding Reference Documents to the Briefcase - 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

If you have appropriate privileges, you can add documents to the Reference Documents tab of the Standalone EDM Briefcase without checking them out. Documents accessed from the Reference Documents tab are read-only and used solely for reference. The added documents remain available in OnBase for other users to work on or check out.

You can add a reference document to the EDM Briefcase from a Document Search Results list, a folder, or from an open document. To add a reference document to the EDM Briefcase:

  1. Select the document in the Document Search Results list or folder.
  2. Right-click and select Briefcase | Add Document as Reference. The Add Reference Documents dialog box is displayed.
    Note:

    To add an open OLE document, select Document | Briefcase | Add Document as Reference.

  3. Select Get only the latest revision of the document(s) if you want to retrieve only the last revision made.
    Select Get all revisions of the document(s) if you want to retrieve all revisions of the document.
  4. Click OK. The document is available under the Reference Documents tab of the EDM Briefcase.
    Note:

    Depending upon your user rights to view revisions or versions, the Revision column of the Reference Documents tab will display the latest revision number or the latest stamped version number.