Available Right-click Options - 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

From the Document or Folders tab:

  1. Select the document to be checked out.
  2. Right-click and select Briefcase.
  3. Select Check Out to check out the document to the EDM Briefcase.
  4. Select Add Document as Reference to add the document as a Reference document in the EDM Briefcase.
  5. Select Revisions/Renditions to view Revision or Rendition information.