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:
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Only the user that created an envelope can see its contents.
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Folders are based on Folder Types configured by your system administrator.
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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.
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Some Folder Types do not allow users to manually add documents to them, whereas envelopes do.
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A system administrator must configure the file cabinet in order for a user to be able to create folders.
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Not all Folder Types are user-creatable. This is determined by your system administrator. If you have proper privileges, you can create envelopes.
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Some documents automatically create the folder structure as they are imported into OnBase.
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You cannot search for envelopes based upon Keyword Value.