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OnBase has a feature called 'Envelopes' which allows users to collect documents ad hoc.  When you create and populate an Envelope, you are basically creating a list of pointers to documents that you are collecting.

If you have an upcoming meeting and you're working on gathering documents, for example, an Envelope would be an excellent way to do this.  You can gather your documents throughout the week and have them ready-to-go by your meeting time.

Further, you can share your envelope with others so that they can add to your list of documents.

Creating an Envelope

Accessing an Envelope

Sharing an Envelope

Printing documents in an Envelope

Deleting an Envelope

For further information, please see the OnBase at Carleton home page.

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