Opening Existing Envelopes - Unity Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/Unity-Client/Foundation-23.1/Unity-Client/Usage/Using-Envelopes/Opening-Existing-Envelopes - 2025-04-01

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

To open an existing envelope:

  1. On the Home tab, click Envelopes:
  2. The Envelopes layout is displayed:
  3. From the Envelopes pane, select an envelope.
  4. The envelope's documents are displayed in the Documents pane. Envelope contents display in the same format as a Document Search Results list. For more information, see Document Search Results List.
    Note:

    To refresh an envelope's contents, double-click the name of the envelope in the Envelopes pane.