Prerequisites - 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

Before you can check documents in and out of OnBase with the EDM Briefcase, you must have the following prerequisites in place:

  • Your database is licensed for EDM Services.

  • The EDM Briefcase is installed on your system.

  • The Document Type that you want to check out documents from is configured to Allow Persistent Check Out.

  • You have specified a data storage location to store your checked out documents.

  • You have User Rights for the Check In/Check Out features.

The EDM Briefcase allows users to:

  • Check in documents

  • Store Reference Documents, so that a user is not required to constantly check out documents

  • Synchronize Reference Documents

  • Create new documents and store them in the EDM Briefcase

  • Archive new documents