Adding Documents to an Envelope - Integration for Accela - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Integration for Accela
Platform
OnBase
Product
Integration for Accela
Release
Foundation 24.1
License
Standard
Essential
Premier

If you have the appropriate user rights, you can send one or more documents to an envelope for easy access. Documents in an envelope do not have to have any elements in common.

  1. From an open document, or from one or more documents selected from a Document Search Results List, right-click and select Send To | Envelope. The Send To Envelope dialog box is displayed.
    In the Send To Envelope dialog box, you can select an envelope to add documents to, or also create a new envelope.

    The document or documents you selected are shown in the Documents list.

  2. Select an envelope from the Envelope drop-down list.
  3. To create a new envelope, click New Envelope. Enter the name for the new envelope and click OK.
    This creates the new envelope and returns you to the Send To Envelope dialog box, with the new envelope selected. If you typed the name of an existing envelope, no new envelope is created, and the document will be added to the existing envelope.
  4. Click Send. The document is added to the selected envelope.