Retrieving a Document with the Standalone Office Add-In - 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/Standalone-Office-Add-In/Retrieving-a-Document-with-the-Standalone-Office-Add-In - 2023-09-11

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

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.