Opening Existing Envelopes - Opening Existing Envelopes - OnBase - Unity Client - OnBase/Unity-Client/Foundation-24.1/Unity-Client/Usage/Using-Envelopes/Opening-Existing-Envelopes - 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 open an existing envelope:

  1. On the Home tab, click Envelopes:
  2. The Envelopes layout is displayed:
  3. From the Envelopes pane, select an envelope.
  4. The envelope's documents are displayed in the Documents pane. Envelope contents display in the same format as a Document Search Results list. For more information, see Document Search Results List.
    Note:

    To refresh an envelope's contents, double-click the name of the envelope in the Envelopes pane.