Saving an Existing Document as a New Document - 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

You can use the Office Business Application for 2021 to save an existing OnBase document as a new document.

To import the existing document as a new document:

  1. 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 New Document. The Import pane is displayed.
    Note:

    When importing from a Microsoft Office file, the Preview pane is disabled, with a message reading "Preview is currently disabled."

  4. Adjust any of the fields in the Import pane. By default, the Document Type and Keyword Values are inherited from the original document.
  5. Click Import. The modified document is saved as a new document and the original document remains in OnBase unchanged.