Removing Documents from Envelopes - Web Client - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential

Web Client

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

To remove one or more documents from an envelope:

  1. Select Envelopes from the User section of the Main Menu.
    Detail of the User section in the Menu List, with Envelopes highlighted.

    The Envelopes panel is displayed.

    The Envelopes panel.
  2. Select the envelope containing the documents you want to display.
    Diagram of Envelopes panel with check mark next to selected envelope.

    A list of documents contained within the envelope is displayed.

    List of documents displayed in the upper right of the Web Client screen.
  3. Select one or more documents to be removed.
    Tip:

    You can select one document by clicking it, or select multiple documents by using standard Shift-click and Control-click techniques.

  4. Perform one of the following actions to remove the documents:
    • Right-click within the list, then select Remove From Envelope.
    • Click the Context Menu button in the upper-right corner, then select Remove From Envelope.
    The documents are removed from the envelope.