Renaming an Envelope - 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

You can rename any envelopes that you have created. If an envelope was shared to you, you cannot rename it.

To rename an envelope:

  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 rename. A check mark is placed next to the envelope indicating that is has been selected.
    Diagram of Envelopes panel with check mark next to selected envelope.
  3. Click the Rename Envelope button.
    Detail of Envelopes panel with Rename Envelope button highlighted.

    The Rename button turns blue, and the Rename Envelope dialog box is displayed.

    Rename Envelope dialog box with field for entering new name of envelope.
  4. Enter the new name for the envelope, and then click OK. The envelope is renamed.