Indexing Content for OnBase

Indexing Content for OnBase

This article is meant to be used as a quick reference guide for indexing.

 Instructions

Once you have accessed the indexing pane:

  1. Select the appropriate batch

  2. Select Start Processing

  3. Select the appropriate document type

  4. Input the appropriate keywords

  5. Click Index

For more in-depth training covering multiple import methods, please see the related MyLearning courses.

 Related articles

What MyLearning Courses Are Needed for OnBase Access?