Removing Documents from Envelopes - 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

To remove documents from an envelope:

  1. On the Home tab, click Envelopes:
  2. The Envelopes layout is displayed:
  3. Select an envelope. The envelope's documents are displayed in the Documents pane. Envelope contents are displayed in the same format as a Document Search Results list. For more information, see Document Search Results List.
  4. Select one or more documents to be removed.
    Tip:

    You can select one document by clicking it, or select multiple documents by using standard Shift + Click and Ctrl + Click techniques.

  5. Right-click and select Remove From Envelope to remove the document(s).