Creating a New Envelope - Creating a New Envelope - OnBase - Unity Client - OnBase/Unity-Client/Foundation-24.1/Unity-Client/Usage/Using-Envelopes/Creating-and-Deleting-Envelopes/Creating-a-New-Envelope - Foundation 24.1 - Foundation 24.1

Unity Client

Platform
OnBase
Product
Unity Client
Release
Foundation 24.1
License
Premier
Standard
Essential
ft:lastPublication
2025-06-05T17:50:28.087000
ft:locale
en-US

To create a new envelope:

  1. On the Home tab, click Envelopes:
  2. The Envelopes layout is displayed:
  3. Perform one of the following:
    • Right-click in the Envelopes pane, and select Create Envelope.

    • On the Envelopes tab, click Create Envelope:

  4. The following dialog box is displayed:
  5. Type the name of the new envelope in the text field.
    Note:

    Envelope names must be unique and cannot be left blank.

  6. Click OK.
  7. The new envelope is created and displayed in the Envelopes pane.