Organizing Documents - System Administration - Cloud - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

Cloud System Administration

Platform
OnBase
Product
System Administration - Cloud
Release
Foundation 24.1
License
Essential
Standard
Premier

The OnBase Client module provides several ways to organize your documents.

  • Documents that share common characteristics are grouped by Document Types. Documents Types can be further organized by Document Type Groups.

  • Documents of different Document Types can be organized across a preset structure of File Cabinets and folders.

  • Envelopes allow users to group related and unrelated documents together in a personal filing system that provides easy access to documents.