Creating and Attaching New Documents - WorkView - English - Foundation 22.1 - OnBase - Premier - external - Premier

WorkView Client

Foundation 22.1

To import and attach a new document within a view:

  1. Click Import or press F6.

    The Attach Document dialog box is displayed.

  2. Click Browse and browse to the appropriate file you want to upload and attach to the object.
  3. Select the appropriate Document Type from the drop-down list. You can narrow the list of Document Types listed by selecting a specific Document Type Group from the Document Type Groups drop-down list.
  4. Ensure that the file type identified in the File Type drop-down list is the correct format for the document to be attached.
  5. Enter the appropriate Keyword Type values.
  6. Click the Import button. The document will be attached to the object and will be available for retrieval in OnBase.
  7. The auto-name string of the document will be displayed in the field. Depending on your configuration, the document itself may be embedded with the view.