Features - 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

The EDM Briefcase features three tabs:

Option

Description

Checked Out Documents

Displays documents checked out from OnBase.

Note:

The User column displays the OnBase user name of the person who has checked out the document, regardless of whether your system is configured to display users' real names. If users have the same real name, you can still determine which user checked out a document because the OnBase user name is unique.

Reference Documents

Stores documents for future reference. You may check in a document, yet still retain a read-only copy for future reference.

New Documents

Stores new or existing documents that are not yet stored within OnBase. To add documents to your Briefcase, click and drag your documents into this section. You may also add a comment to the document by right-clicking on the File Name and choosing Add Comment. The Set comment for document: dialog box is displayed. You can archive these documents the next time you log on to OnBase.

Tip:

Click a column header within a tab to sort the documents by that column.