Sharing OnBase Documents via Link

Tags onbase

You can share a direct link to an OnBase document with another CWRU staff member or student using the OnBase Web Client.

Important: The person receiving the link must already have permission to view the document in OnBase. Sharing a link does not grant additional access. If access is needed, please submit a ticket through TDX.
 

1) In the OnBase Web Client, locate the document you want to share.  Right-click on the document in the list.


 

2) Select Send To

 

 

3.  Select Copy DocPop Link

 

 

4.  In the window that appears, click Copy URL

 

5.  Paste the copied link into an email or chat message and send it to the intended recipient.  The recipient can click the link to open the document in OnBase, provided they have the appropriate permissions.

Need Assistance?

If you experience any issues sharing or accessing a document, please submit a support ticket through TDX.

Print Article