Synchronizing Documents in the EDM 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

To synchronize documents in OnBase, select the Synchronize all documents button from the Briefcase toolbar. The Synchronize All dialog box is displayed.

Option

Description

Check In Documents

Checks in all documents and their revisions back into OnBase.

Update Reference Documents

Updates the current documents in the Reference Documents tab with the latest revisions.

Archive New Documents

Archives documents from the New Documents tab and imports them into OnBase.

Note:

Certain Workstation Options, such as Open File Browse Automatically, are not respected when you synchronize or archive documents in the EDM Briefcase. These options are unnecessary during synchronization because OnBase automatically detects the number and location of documents to import.

When you select OK, the appropriate Check In, and EDM Briefcase Archive dialog boxes are displayed and any Reference Documents are updated with the latest revisions.