Stapling Documents from Open Documents - 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

To staple one or more open documents to another open document:

  1. Open the initial document to which other documents will be stapled.
    Note:

    The initial document cannot be an OLE document or E-Form. To staple an OLE document or E-Form to another document, see Stapling Documents with the Stapler Icon.

  2. Open the secondary document(s) that you want to staple to the initial document.
    Note:

    To staple documents, you must have both images open in separate Document Viewer windows. If you are working with documents in the Web Client, you can right-click a document from a Document Search Results list and select Open in New Window.

  3. Right-click and drag each secondary document onto the initial document.

    A staple icon is displayed on the primary document.

    A back staple icon is displayed on the secondary document.