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

WorkView Client

Foundation 22.1

To create and attach a new document:

  1. Open the OnBase object to which you want to attach a document.
  2. Select Documents | Upload in the main ribbon. Alternately, you can select Documents | Documents and click the Add button.

    The Attach Document dialog box is displayed.

  3. Click Browse and browse to the appropriate file you want to upload and attach to the object.
  4. 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.
  5. Ensure that the file type identified in the File Type drop-down list is the correct format for the document to be attached.
  6. Enter the appropriate Keyword Type values.

    If you selected a Document Type that has pre-configured mapped values, values will be populated in the appropriate fields.

  7. Click the Import button. The document will be attached to the object and will be available for retrieval in OnBase.