Send To | Create New Document - Creating New Documents from Existing Documents - Integration for Accela - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Integration for Accela

Platform
OnBase
Product
Integration for Accela
Release
Foundation 22.1
License
Standard
Essential
Premier

If you have Create New and Save As user rights, you can create new documents from existing text and image documents stored in OnBase.

Depending on Document Type privileges, the Create New Document option may or may not be visible or enabled. Note the following:

  • If any Document Type in the Search Results list has Copy to Clipboard/Save As and Create New privileges, the Create New Document menu option is visible.

  • If an individually selected document type in the Search Results list has Copy to Clipboard/Save As privileges, the Create New Document menu option is enabled.

  • If any Document Type in the Document Viewer has Create New privileges, the Create New Document menu option is visible.

  • If the current document in the Document Viewer screen has Copy to Clipboard/Save As privileges, the Create New Document menu option is enabled.

  • If the document is locked by another user, the Create New Document menu option is disabled.