How do I scan on OnBase?
How do I scan on OnBase?
Perform these steps to scan into OnBase.
- Click Batch Scanning on the Home tab of the menu.
- Choose the appropriate scan queue for the documents being scanned.
- Choose one of the following scan modes.
- Click Scan in the lower right-hand panel or on the Capture tab of the menu.
What is OnBase software used for?
OnBase, Hyland’s flagship product, is a single enterprise information platform designed to manage your content, processes and cases. OnBase centralizes your important business content in one secure location, and then delivers relevant information to you when you need it, wherever you are.
How do I upload documents to OnBase?
If your files exists on a drive (your computer, collab, etc) you can import it directly into OnBase by doing the following:
- Open OnBase.
- Click on File.
- Click on Import.
- In the File Path area, click on Browse and find your file.
- Choose the document type group that is appropriate.
- Choose the appropriate document type.
What is OnBase Document Management?
OnBase Document Management Software OnBase by Hyland automates your processes, manages all of your important business content in one secure location and works with your other applications to deliver your information whenever – and wherever – you need it.
How do I delete documents on OnBase?
Sign into the OnBase Full client. Retrieve and open the document you wish to make changes to. Right click on the document and select Delete/Reorder Pages from the right click menu or use the shortcut key of Ctrl+D. The document will be displayed for you in page-by- page view.
Is OnBase a database?
OnBase uses a proprietary database schema containing many interrelated tables. While it is a relational database, like most SQL databases, the relationships between each table are controlled by the OnBase Software, rather than by standard SQL Server functions and stored procedures.
What is the OnBase system?
OnBase, a single enterprise information platform. OnBase is a single enterprise information platform for managing content, processes and cases. OnBase has transformed thousands of organizations worldwide by empowering them to become more agile, efficient and effective.
What is OnBase client?
The OnBase Unity Client is Mt. SAC’s Enterprise Content Management (ECM) system that is used to store, scan and retrieve documents. Your access is granted based on your manager/supervisor’s request. To login, double click on the OnBase Unity Client on your desktop and use your windows credentials to login.
How do I export documents from OnBase?
Exporting from Studio Open OnBase Studio and connect to the environment you want to export from. Once you are logged in, click the Export button on the Home tab of the menu ribbon. 2. Verify the environment listed is correct.
What is OnBase workflow?
OnBase Workflow is an electronic document routing system that enables users to process work more efficiently, faster, and more accurately than with traditional paper processing.
How do you unlock a document on OnBase?
To see a list of locked documents, go to File > Administration > Manage Locks. To unlock a document, select is and click Remove Selected. It will remove the document from your Locked List.
How do I unlock my OnBase account?
If it’s locked by someone else, you can call them to unlock, or call the OnBase team at 5684 or 5180 to unlock. To tell if the document is locked in the Web Client, you can right click, keywords. To remove a lock locked by yourself, click the hamburger menu and select Locked Objects.
Is OnBase an ERP?
OnBase integrates with your asset management software or enterprise resource planning (ERP) system to provide documents right from those systems.
Is OnBase SQL?
Is OnBase a CRM?
OnBase for Customer Service With a CRM software integration, customer service representatives answer questions on the first call. Keeping customers happy is paramount to any successful organization; you can keep them happier with our CRM integration systems.
How do I export from OnBase to excel?
OnBase | Export File List to Excel
- Select all documents in the list (ctrl+A)
- Right click and select Generate CSV File.
- Select the columns and check the Launch Associated Application. The file will open in Excel.
What database does OnBase use?
relational database
OnBase uses a proprietary database schema containing many interrelated tables. While it is a relational database, like most SQL databases, the relationships between each table are controlled by the OnBase Software, rather than by standard SQL Server functions and stored procedures.
What is OnBase system?
OnBase is a single enterprise information platform for managing content, processes and cases. OnBase has transformed thousands of organizations worldwide by empowering them to become more agile, efficient and effective.
What are locks in OnBase?
When working in OnBase, you may see a message saying that the document you want to view or retrieve has a “lock” on it. There are several types of locks, including: • Locks caused by the system not closing properly in a previous session.
How to get your documents into OnBase?
Logging into OnBase. OnBase is setup to Auto-Logon based on the user information logged into the workstation.
How to access OnBase documents in Abe CRM?
The OnBase Web Client is restricted to view only access.
How to import documents into OnBase?
Open OnBase.
How to change scan format?
Change scan settings. Step 1: Launch the Windows Fax and Scan program by typing the same in the Start/taskbar search field.. Step 2: At the bottom-left pane of Windows Fax and Scan window, select the Scan.Click the Tools menu and then click the Scan settings option.. Step 3: You might see two or more profiles. To change the default setting of a profile, select it, and then click the Edit button.
