Archiving New Documents - 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

When you have added new documents to the Standalone Briefcase, you can archive them into OnBase the next time you log on.

Note:

To automatically archive documents listed in the New Documents tab, you must set your User Options to archive new documents upon login or logout.

You can archive new documents using the OnBase Client Briefcase Viewer using either of the following methods:

  • From the Briefcase Viewer, right-click the document and select Archive Document.

  • Click the Synchronize all documents toolbar button and select Archive New Documents from the Synchronize All dialog box.