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

Unity Client

Platform
OnBase
Product
Unity Client
Release
Foundation 23.1
License
Standard
Premier
Essential

Envelopes are collections of documents that you can compile and share with other OnBase users. Any document can be put into an envelope, regardless of content or Document Type.

Envelopes can be created and viewed by clicking the Envelopes ribbon button on the Home tab.

Select an envelope to view its contents.

If you would like to share an envelope with other users, select the desired envelope and click Share Envelope.

Selected Users are the users sharing the envelope with you. Users can have Full Control over the envelope, can be permitted to Add to Envelope and/or Remove from Envelope, or can just be allowed to view the envelope contents. Adjust user permissions as needed.