Creating a New Envelope - 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
  1. Access the Envelopes panel as described in the topic Accessing Envelopes. The Envelopes panel is displayed.
    The Envelopes panel.
  2. Click the New Envelope button on the bottom of the panel. The New Envelope dialog box is displayed.
    The New Envelope dialog box, with a field for Envelope Name.
  3. In the Envelope Name field, type the name for the new envelope.
  4. Click OK. The system creates the new envelope and lists it in the Envelopes panel.
    New envelope listed in the Envelope panel.