Retrieving a Document with the Standalone Office Add-In - 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 retrieve a document from OnBase:

  1. Select OnBase | Retrieve Document. The EDM Services Logon dialog box is displayed.
  2. Log on to OnBase.
  3. Retrieve a document using the Retrieve Document dialog box.
    Note:

    If the document is being accessed by another user, a message will be displayed notifying the user that the document is currently checked out, and that the document will be open in read-only mode.