Adding a Specific Revision or Rendition of a Document - EDM Services - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/EDM-Services/Foundation-23.1/EDM-Services/Client-Usage/EDM-Briefcase-Usage-Client/Using-the-EDM-Briefcase/Adding-Reference-Documents-to-the-Briefcase/Adding-a-Specific-Revision-or-Rendition-of-a-Document - 2023-09-11

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

To add a specific revision or rendition of a document as a reference document,

  1. Select the document in a Document Search Results list.
  2. Right-click and select Revisions / Renditions.
  3. Select or open the revision / rendition to add as a reference.
  4. Select Document | Briefcase | Add Document as Reference.
    Note:

    For non-OLE documents, you can also add an open revision or rendition using the right-click menu option.