EDM Briefcase Installation - EDM Briefcase Installation - OnBase - Desktop and Application Virtualization Guide - OnBase/Desktop-and-Application-Virtualization-Guide/English/Foundation-22.1/Desktop-and-Application-Virtualization-Guide/Module-Specific-Considerations/EDM-Services/EDM-Briefcase/EDM-Briefcase-Installation - English - Foundation 22.1

Desktop and Application Virtualization Guide

Platform
OnBase
Product
Desktop and Application Virtualization Guide
Release
Foundation 22.1
License
Premier
Standard
Essential
ft:lastPublication
2026-02-19T14:20:05.165000
ft:locale
en-US

The EDM Briefcase can be installed as a published application, or locally on the client workstation as a stand-alone EDM Briefcase. If it is installed locally, users can check out documents from OnBase through a remote session and then disconnect from the remote session and continue working with the documents.

Note:

If the EDM Briefcase is installed locally, it must still be installed on the Remote Desktop Server in order to synchronize documents. The configuration in both places must match (e.g., configuring the Data Storage Location).

With either virtualization environment deployment methodology, a unique, secure location for checked out documents must be configured.