Saving Documents 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

Follow these procedures to save either of the following:

  • A document you have already imported into OnBase from the Office application.

  • A document you have retrieved from OnBase.

For revisable documents, you can use the Standalone Office Add-In to import the OnBase document as a new document or to save it as a revision of the existing OnBase document. To save revisable documents, see Saving Revisable Documents.

For non-revisable documents, you may have the option to either import the document as a new document or overwrite the existing OnBase document. The overwrite option is provided only if the Document Type is configured to allow overwriting. To save non-revisable documents, see Saving Non-Revisable Documents.