Option: Target - Interaction with ShareBase - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Interaction with ShareBase

Platform
OnBase
Product
Interaction with ShareBase
Release
Foundation 23.1
License
Standard
Essential
Premier

Select the document to add to the ShareBase folder.

  • Select Current Document to add the currently open item to ShareBase.

  • Select Related Document to add a related Portfolio item to ShareBase.

Note:

A Portfolio Type, Portfolio Relation, or Ad Hoc Portfolio Relation must be configured to use the Related Document option.