Option: Target - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

Select the document to add to the ShareBase folder.

  • Select Current Document to add the currently open item to ShareBase.

  • Select Related Document to add a related Portfolio item to ShareBase.

Note:

A Portfolio Type, Portfolio Relation, or Ad Hoc Portfolio Relation must be configured to use the Related Document option.