If you have sufficient privileges, you can share envelopes with other OnBase users.
Note the following considerations when sharing envelopes:
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Document Type user permissions are respected when sharing an envelope. For example, if you share an envelope with a user who does not have permission to Document Types in the envelope, the envelope will appear empty to that user. If the envelope contains both documents that the user does and does not have rights to, the Document Types the user can view are still displayed.
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In addition to Document Type permissions, users in the Web Client must be privileged to retrieve and view documents in order to view documents in a shared envelope.
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Users cannot delete an shared envelope that is owned by another user. If you share an envelope with another user, that user can delete the shared version of the envelope in their own list of available envelopes, but as the owner, you still retain the original envelope.
To share an envelope: