Adding an Envelope to the Favorites list - 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

Envelopes can be added to your favorites list. This allows you to quickly locate an envelope that you use frequently.

To add an envelope to the favorites list:

  1. Access the Envelopes panel as described in the topic Accessing Envelopes. The Envelopes panel is displayed.
    The Envelopes panel.
  2. Select the envelope you want to add to the favorites list. A check mark is placed next to the envelope indicating that it has been selected.
    Diagram of Envelopes panel with check mark next to selected envelope.
  3. Click the Favorites button in the title bar of the Web Client screen. The Favorites menu is displayed.
    Favorites menu displays any added favorites and the Add to Favorites option.
  4. Click Add to Favorites. The Add to Favorites dialog box is displayed with the name of the envelope you selected from the envelopes list.
  5. Click OK to add the envelope to the Favorites list.