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OnBase 16 UNITY CLIENT

OnBase 16 · select the Hyland Software Virtual Printer. ... OnBase 16 Unity Client • The OnBase Perform Upload Window appears • Fill in the blanks on the left-hand column

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Page 1: OnBase 16 · select the Hyland Software Virtual Printer. ... OnBase 16 Unity Client • The OnBase Perform Upload Window appears • Fill in the blanks on the left-hand column

OnBase 16 UNITY CLIENT

Page 2: OnBase 16 · select the Hyland Software Virtual Printer. ... OnBase 16 Unity Client • The OnBase Perform Upload Window appears • Fill in the blanks on the left-hand column

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OnBase 16 Unity Client

Table of Contents How documents get into OnBase ............................................................................................................... 2

Scanning .................................................................................................................................................. 2

Uploading electronic documents ............................................................................................................. 3

Upload document using a virtual print driver .......................................................................................... 6

eForms .................................................................................................................................................... 7

How to Retrieve documents that have been archived in OnBase ............................................................. 7

Workflow ..................................................................................................................................................... 9

Launching OnBase WorkView Applications ............................................................................................. 11

Printing Documents................................................................................................................................... 12

How to get help ......................................................................................................................................... 12

Page 3: OnBase 16 · select the Hyland Software Virtual Printer. ... OnBase 16 Unity Client • The OnBase Perform Upload Window appears • Fill in the blanks on the left-hand column

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OnBase 16 Unity Client

This document demonstrates the basics of OnBase in the Unity Client. Nearly all OnBase Applications

are unique; this document covers very basic generic instructions.

Click on the OnBase Unity client shortcut on your desktop to get started.

If you experience any issues signing in, please contact the Technology Support Center by phone at

419-372-0999.

How documents get into OnBase

Scanning

• Click on the Batch Scanning icon

Page 4: OnBase 16 · select the Hyland Software Virtual Printer. ... OnBase 16 Unity Client • The OnBase Perform Upload Window appears • Fill in the blanks on the left-hand column

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OnBase 16 Unity Client

• Click on the Scan icon

• Choose Scan Format from drop down list

• Click on the Scan button

Uploading electronic documents

• Click on the Upload icon.

• Click on Browse

Page 5: OnBase 16 · select the Hyland Software Virtual Printer. ... OnBase 16 Unity Client • The OnBase Perform Upload Window appears • Fill in the blanks on the left-hand column

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OnBase 16 Unity Client

• Select File

• Click on Open

OR YOU CAN DRAG AND DROP A FILE INTO ONBASE.

• Select Document Type or group from

drop down list

• Select Document Type from drop down

list

• The file type should autofill

• Document Date will default to today’s

date. This can be modified.

Page 6: OnBase 16 · select the Hyland Software Virtual Printer. ... OnBase 16 Unity Client • The OnBase Perform Upload Window appears • Fill in the blanks on the left-hand column

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OnBase 16 Unity Client

• As you begin to fill in the top fields, the Keyword

fields will appear to help with indexing the

document.

• Each OnBase Database will have different

Keywords. It is important to fill in these fields.

The keywords will be helpful in retrieving the

documents later as well as driving the logic of the

workflow.

• Some OnBase solutions will auto populate based

on a key field.

• Click on the Upload button

• Close Preview Window

Page 7: OnBase 16 · select the Hyland Software Virtual Printer. ... OnBase 16 Unity Client • The OnBase Perform Upload Window appears • Fill in the blanks on the left-hand column

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OnBase 16 Unity Client

• Click on the Home Tab

Upload document using a virtual print driver

• The virtual print driver (Hyland Software Virtual Printer) can be

downloaded from the BGSU Application Catalog)

• Select the document/file you wish to upload, select File, Print and

select the Hyland Software Virtual Printer.

• This error refers to a configuration setting and does not affect functionality.

• Click on OK

Page 8: OnBase 16 · select the Hyland Software Virtual Printer. ... OnBase 16 Unity Client • The OnBase Perform Upload Window appears • Fill in the blanks on the left-hand column

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OnBase 16 Unity Client

• The OnBase Perform

Upload Window appears

• Fill in the blanks on the

left-hand column

• Click on Upload

• Close preview window

eForms • Many OnBase users find themselves completing electronic forms rather than strictly updating

documents. These forms are often used to help kick off a workflow process.

• Many of the forms that are used at BGSU are online on our intranet. Some forms are accessed

from inside OnBase.

o Click on the Forms icon on the Home Tab.

o Click on the Form you want to fill out. (This can be sent to your Personal page, right-click

menu)

o Enter information into the form. If this form is setup to use an autofill keyword set, type

in the keyword and click on the AutoFill button.

o Click on the Submit button.

How to Retrieve documents that have been archived in OnBase

• Click on the Retrieval icon.

Page 9: OnBase 16 · select the Hyland Software Virtual Printer. ... OnBase 16 Unity Client • The OnBase Perform Upload Window appears • Fill in the blanks on the left-hand column

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OnBase 16 Unity Client

• Click on the Document Types and Groups

that the document is located. You can use

Ctrl+Click to select multiple groups

• Type information into the Keywords fields to

narrow down the search.

• If you are looking for a range of values (such

as $100 - $1000) you can do this by entering

the first value in the field box and then double

click on the Field Name OR press F6 to get a

second box for that field and then enter the

end value. The keyword operator defaults to

AND, change this to TO.

• Click on Find

Page 10: OnBase 16 · select the Hyland Software Virtual Printer. ... OnBase 16 Unity Client • The OnBase Perform Upload Window appears • Fill in the blanks on the left-hand column

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OnBase 16 Unity Client

• You can double-click on the document name to display it in the viewer.

• You can right-click on the document name and choose from a submenu of options that will give

you more information or allow you to perform a task on the document.

• You can change the sort order of the list of documents you retrieved by clicking on any of the

headings.

• You can also re-arrange the headings by clicking and dragging them to a different location.

Workflow

• Workflow can help automate our business processes.

• Click on the Workflow icon

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OnBase 16 Unity Client

• You will only see a list of Life Cycles to which you

have rights.

• To expand, double-click on a workflow to see the

different tasks below it.

• These different steps in the process are represented

as workflow queues in the tree structure.

• Within the process, users will only see the queue to

which they have rights.

• Any workflow that has documents requiring action

will have a number behind them.

• Click on the workflow queue to view the documents

in the right pane.

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OnBase 16 Unity Client

Launching OnBase WorkView Applications

1. Click on the OnBase Menu Icon

2. Click on the Applications Menu

3. Select your Application

4. Select Enable ‘Always On’

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OnBase 16 Unity Client

Printing Documents

• Keep in mind that when you print documents from OnBase, they are no longer as secure. Not

everyone will have rights to print.

• If you do have rights to print:

o Click on the Send To Icon on the Document Tab. (there is a right-click menu option for

this also.)

o Click Print

How to get help

• Service catalog links

• Project evaluation for new projects

• Services for functional owners

• TSC (Digital Imaging Team) 419.372.2099

• https://training.onbase.com/ You will need to create an account to watch these video tutorials.

Plan ahead, this can take up to 24 hours.