Performing Ad Hoc Tasks on Related Documents - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

Any document contained in the Work Folder tab can be dragged to an ad hoc task icon to execute the task. To perform an ad hoc task on a related document:

  1. Open the Work Folder tab.
  2. Left-click and drag the related document onto an ad hoc task.
    Note:

    Documents in the Inbox cannot be dragged and dropped onto ad hoc user task icons. This action is limited to the documents contained in the Work Folder tab.

    Note:

    The active document will remain in view and selected after performing any ad hoc user task that does not remove that document from the queue.