Deleting an Envelope - 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 delete an envelope:

  1. On the Home tab, click Envelopes:
  2. The Envelopes layout is displayed:
  3. From the Envelopes pane, select one or more envelopes to delete.
  4. Perform one of the following:
    • Right-click on the selected envelopes in the Envelopes pane, and select Delete Envelope(s).

    • On the Envelopes tab, click Delete Envelope(s):

  5. The selected envelopes are deleted and removed from the Envelopes pane.
    Note:

    Deleting an envelope does not remove its documents from OnBase. They will still be available through other document retrieval methods.