In some instances, you may want to attach an e-mail directly to a WorkView object. When the object instance is hovered over, the following buttons display in the upper right hand corner of the instance:
To attach an e-mail to a displayed object:
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With the e-mail selected that you want to attach to an object, click the Attach e-mail to Object button that corresponds to the object.
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The attachment screen is displayed.
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If there are attachments in the e-mail, the Attachment Options dialog box is displayed. Otherwise, you have completed the attachment process.
If you want to include the attachment(s) with the e-mail message, select the Include all attachments with the email option.
If you want to store each attachment as a separate document in OnBase, uncheck the Include all attachments with the email option. When this is unchecked, a list of the attachments is displayed.
If you do not want to include an attachment, uncheck the attachment.
For each attachment you are attaching separately, click the corresponding Document Type link in the Store Attachments separately box. The Attach Document dialog box is displayed.
Select the appropriate selections for the Document Type Groups, Document Types, and File Types drop-down lists. Enter the appropriate keyword values and click Attach Document. Upon uploading an attachment successfully, a message stating Upload Successful is displayed next to the attachment in the Store Attachments separately box. If this step is not completed, the attachment is not imported.
Click Done.