Sharing 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

If you have sufficient privileges, you can share envelopes with other OnBase users.

Note the following considerations when sharing envelopes:

  • 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.

  • 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.

  • 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:

  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 share. 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 Share Envelope button.
    Detail of Envelopes panel with Share button highlighted.

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

    The Share Envelope dialog box allows you to select the users you want to share the envelope with.
  4. Select the users you want to share the envelope with from Available Users, and then click the Add button.
    Add button.

    To share the envelope with all available users, click the Add All button.

    Add All button.
  5. To grant envelope permissions to a each specific user, select the user and click User Settings. The Set Share Envelope Permissions dialog box is displayed.
    The Set Share Envelope Permissions dialog box allows you to configure user permissions for the user you are sharing the envelope with.

    Settings can be configured for only one user at a time. You can grant the following permissions: Full Control, Add Items, and Remove Items.

    Permissions

    Description

    Full Control

    Allows the selected user to do the following:

    • Share the envelope.

    • Add documents to the envelope.

    • Remove documents from the envelope.

    Add Items

    Allows the selected user to add documents to the envelope.

    Remove Items

    Allows the selected user to remove documents from the envelope.

  6. Click Save from the Set Share Envelope Permissions dialog box.
  7. Click Save to save all changes in the Share Envelope dialog box.