Use of the Integration for Accela module is seamless. Documents are archived into OnBase from Accela and are then available for retrieval.
OnBase functionality is available within the Accela Automation interface from the following locations on the Documents tab:
|
Interface Location |
OnBase Functionality |
|---|---|
|
New |
Click to import a document into OnBase using Accela's document creation functionality. |
|
Download |
Click to save the OnBase document to a local or network drive and display it in its native viewer without any OnBase functionality. For example, a text document might display in Notepad. |
|
Delete |
Click to delete the document from OnBase. CAUTION:
Documents are not sent to Document Maintenance after clicking Delete. They are permanently deleted from OnBase. |
|
File Name |
Click to display the OnBase document in the OnBase Document Viewer. |