Option: Target - Interaction with ShareBase - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/Interaction-with-ShareBase/Foundation-24.1/Interaction-with-ShareBase/Configuration/Configuring-Workflow-for-ShareBase/Add-Document-to-ShareBase/Option-Target - 2025-04-01

Interaction with ShareBase

Platform
OnBase
Product
Interaction with ShareBase
Release
Foundation 24.1
License
Premier
Standard
Essential

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.