Send Item to Pocket - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard
Note:

This action requires that your system is licensed for Check 21.

This action allows you to send a single document to a specified pocket. In order to accomplish this, the batch the document currently resides in is broken up into individual documents. The affected check documents are then displayed in the Individual Forward Items folder for the specified pocket.

  1. In the Properties pane, on the General tab, type the number of the pocket the documents should be sent to in the Pocket Number field.
    CAUTION:

    The specified pocket number must already be configured within OnBase. Entering a pocket number that has not been configured within OnBase can cause unanticipated results.

  2. In the Properties pane, click the Documentation tab. Enter any applicable descriptive information in the Overview and Details fields.