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

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

You can add an open document to an envelope, or one or more documents to an envelope from a Document Search Results list.

To add documents to an envelope:

  1. Perform one of the following:

    • Right-click and select Send To | Envelope.

    • On the Document tab, click Send To and select Envelope.

  2. The Select Envelope pane is displayed:
  3. Select the envelope to which the documents are to be added, and click Add.
  4. The documents are added to the envelope, and the pane is closed.