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

Unity Client

Unity Client
Foundation 23.1

Envelopes provide a way to bundle documents together for easy access, or to easily email the group of documents at one time.

Envelopes are similar to folders from a document retrieval perspective. However, there are some key differences:

  • Only the user that created an envelope can see its contents.

  • Folders are based on Folder Types configured by your system administrator.

  • Some Folder Types are designed to automatically pull documents in based upon Keyword value and Document Type. Documents residing in envelopes require no common characteristics.

  • Some Folder Types do not allow users to manually add documents to them, whereas envelopes do.

  • A system administrator must configure the file cabinet in order for a user to be able to create folders.

  • Not all Folder Types are user-creatable. This is determined by your system administrator. If you have proper privileges, you can create envelopes.

  • Some documents automatically create the folder structure as they are imported into OnBase.

  • You cannot search for envelopes based upon Keyword Value.