Working with Envelopes - Web Client - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Web Client

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

This section describes how to create, delete, rename, and set share permissions on envelopes in the OnBase Web Client. You can also add an envelope to your list of favorites.

Note the following considerations when working with envelopes:

  • You must have appropriate privileges to use and share envelopes.

  • The only envelopes available to you are the envelopes that you created or the envelopes that other users have shared with you.

  • You cannot delete an envelope that is owned by another user. If a user shares an envelope with you, you can delete the shared version of the envelope in your own list of available envelopes, but the owner still retains the original envelope.