Appending Pages to an Existing Document - 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

Depending on your configuration, during the import process, you can append a file to an existing document in the same Document Type with the same File Type and Keyword Values. The target Document Type must be configured to allow appending pages on import.

For Document Types with a default file format of Image File Format, when you import a document that has the same indexing information as another document already residing in OnBase, the Document Revisions dialog box is displayed. From this dialog box, you can either append the document to an existing document, or you can save the document as a new document in OnBase.

Note:

Depending on your configuration, the Document Revisions dialog box may also be displayed when you attempt to import a document with the same indexing information as another document and that Document Type is configured to be revisable. Additional options may be available on the Document Revisions dialog box for revisable documents. For more information, see the section on importing a revision in the EDM Services documentation.

To append an imported document to an existing document:

  1. Import a document with the same indexing information as an existing document already residing in OnBase. Upon clicking Import, the Document Revisions dialog box is displayed.
    Document Revisions dialog box displaying the Append Pages option under Save Options.
  2. Select the target document from the list of existing documents.
  3. Select one of the following options:
    Note:

    If the target Document Type is configured to be revisable, additional options are available. For more information on these options, see the section on importing a revision in the EDM Services documentation.

    Button

    Description

    Append Pages

    Appends the imported document to the existing document in OnBase.

    Save as New Document

    Saves the imported document as a new document in OnBase, separate from the existing document.

    Note:

    Selecting this option creates two documents in OnBase with the same indexing information (the imported document and the existing document).

  4. Click Save.