Saving a Document as a Revision - Office Business Application for 2021 - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Premier - Standard - Essential

Office Business Application for 2021

Platform
OnBase
Product
Office Business Application for 2021
Release
Foundation 23.1
License
Premier
Standard
Essential

If you are licensed for EDM Services, you can use the Office Business Application for 2021 to modify revisable Microsoft Office documents that are opened from OnBase.

Note:

For more information on how to configure a revisable Document Type, see the EDM Services module reference guide.

To save a document as a revision:

  1. After modifying the document, click the integration with OnBase tab. The integration with OnBase ribbon is displayed.
  2. Click the Save button. You are prompted to choose how the document should be saved.
  3. Click Save as Revision. The document is saved as a revision to the original document in OnBase.