If you have sufficient privileges, you can share envelopes with other OnBase users.
When sharing envelopes, note the following:
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Document Type user permissions are respected when sharing an envelope. For example, if you share an envelope with a user who does not have permission to Document Types in the envelope, the envelope will appear empty to that user. If the envelope contains both documents that the user does and does not have rights to, the Document Types the user can view are still displayed.
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In addition to Document Type permissions, users in the Unity Client must be privileged to retrieve and view documents in order to view documents in a shared envelope.
To share an envelope:
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On the Home tab, click Envelopes:
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The Envelopes layout is displayed:
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Perform one of the following:
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Right-click in the selected envelope, and select Share Envelope.
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On the Envelopes tab, click Share Envelope:
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The following dialog box is displayed:
