Creating a New Envelope - Unity Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Unity Client

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

To create a new envelope:

  1. On the Home tab, click Envelopes:
  2. The Envelopes layout is displayed:
  3. Perform one of the following:
    • Right-click in the Envelopes pane, and select Create Envelope.

    • On the Envelopes tab, click Create Envelope:

  4. The following dialog box is displayed:
  5. Type the name of the new envelope in the text field.
    Note:

    Envelope names must be unique and cannot be left blank.

  6. Click OK.
  7. The new envelope is created and displayed in the Envelopes pane.