OnBase Web Client Reference
This article is meant to be a quick reference guide for importing single documents, navigating workflow, and navigating document retrieval using OnBase Web Client.
Importing single documents using OnBase Web Client
Log in to OnBase Web Client
Click the Main Menu
Click Import Document
Select the Browse button
Select the document in which you wish to upload
Update the document type group and document type
Input required keywords
Select Import
The document will then be live in the OnBase repository for review.
Navigating Workflow using OnBase Web Client
Log in to OnBase Web Client
Click the Main Menu
Click Open Workflow
Select the needed Life Cycle
Select the needed queue
Select the document type needed for review
Use the ad hoc tasks to send the form to the needed queue
Navigating Document Retrieval using OnBase Web Client
Log in to OnBase Web Client
Click the Main Menu
Click Document Retrieval
Select the appropriate Document Type Group
Select the appropriate Document Type
Enter the respective key words (i.e. Student/Employee ID, First Name, Last Name, DOB)
Click Search
Navigating Custom Queries using OnBase Web Client
This section provides step by step guidance to navigating Custom Queries using the OnBase Unity Client.
Log in to OnBase Web Client
Click the Main Menu
Select the Custom Queries
Select the Custom Query you wish to utilize
Enter the necessary keywords
Click Search
For more in-depth training covering multiple import methods, please see the related MyLearning courses.