Adding Documents to Envelopes - Adding Documents to Envelopes - OnBase - Unity Client - OnBase/Unity-Client/Foundation-23.1/Unity-Client/Usage/Using-Envelopes/Adding-or-Removing-Documents-from-Envelopes/Adding-Documents-to-Envelopes - Foundation 23.1 - Foundation 23.1

Unity Client
Platform
OnBase
Product
Unity Client
Release
Foundation 23.1
License
Premier
Standard
Essential
ft:lastPublication
2025-06-04T04:11:58.698000
ft:locale
en-US

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.