Sending OnBase Documents to Other OnBase Users - 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
  1. From the Document Search Results list:
    • Select one or more documents and click Send To | Internal User on the Document tab.

    • Select one or more documents, right-click, and select Send To | Internal User.

    From an open document:

    • Click Send To | Internal User on the Document tab.

    From an open image or text document:

    • Click Send To | Internal User on the Document tab.

    • Right-click and select Send To | Internal User.

      Note:

      You can only send documents that you have rights to send as mail. If you send a document to a user that does not have rights to view the document, the document is not attached to the email that this user receives.

  2. A new message is displayed:

    The Attachments field displays the attached document(s). Double-click a document to view it directly from the message.

  3. You can add recipients manually or from the address book.
  4. To add recipients manually:
    1. Type the name of a user or user group in the To: field, separating multiple recipients with a semicolon. Enclose user groups with angle brackets (<>). For example, <User Group>.
    2. On the Message tab, in Names, click Check Names to check the user or user group names that you have typed.
    3. If no matches or multiple matches were found, the following screen is displayed:
    4. Select the recipient to use and click OK.
  5. To add recipients from the address book:
    1. On the Message tab, in Names, click Address Book, or select the To drop-down list:
    2. The address book is displayed:

      Users and user groups are listed in Available Recipients. User groups are enclosed with angle brackets (<>).

    3. Select a user or user group, or multiple users/user groups by holding down the Ctrl or Shift keys while clicking.
    4. Click Add Selected Items to add the selected user(s)/user group(s) to the Selected Recipients list.

      Click Add All Items to add all user(s)/user group(s) to the Selected Recipients list.

    5. To remove users/user groups from the Selected Recipients list, select them from the Selected Recipients list and click Remove Selected Items.

      To remove all users/user groups from the Selected Recipients list, click Remove All Items.

  6. The To: field displays the selected user(s)/user group(s):
  7. Type a Subject of up to 100 characters.
  8. On the Message tab, in Tracking, select Read Receipt Requested to request a read receipt.
  9. Type a message of up to 250 characters.
    Note:

    Each space is treated as a single character, each new line counts as two characters. When replying and forwarding, the right angle brackets (>) in the message field count as a single character and the Fw: counts as four characters in the subject field.

  10. Click Send.