Envelope - Unity Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Unity Client

Unity Client
Foundation 23.1

You can place any documents you want into an envelope, regardless of whether they have anything in common. When an envelope is opened, it displays a list of documents that have been placed in it.

Envelopes provide you with a way to group documents together for easy access. Only the envelope's creator can view that envelope. Envelopes are an alternate way to retrieve documents; the documents remain accessible through standard document retrieval methods.

  • Because the entry in an envelope is actually a pointer to the document stored in its Document Type Group, removing a document from an envelope will not delete the document from OnBase.

  • Adding documents to envelopes does not duplicate the document in OnBase.

  • There is no limit to the amount or type of documents that can be placed in one envelope.

  • You can add a document to more than one envelope.