Adding Documents to Envelopes - Unity Client - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

Unity Client
Platform
OnBase
Product
Unity Client
Release
Foundation 24.1
License
Essential
Standard
Premier

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.