Terminology
Metadata values associated with documents in OnBase.
What are Keywords?
What are the multiple ways to bring documents into OnBase? Hint, there are 3.
Scan, Sweep and Import
The name of a document can be changed as it appears in a search result Hit List.
True - the System Admin can change the AutoName String
Where do I find Tiles?
Unity Client - Personal Page
How do I see all the transactions for a document?
History
A group of documents to be scanned and indexed together.
What is a Batch?
What option is used during Batch Processing if you need to save your document so you can come back to work on it later?
Save and Close
You can add an annotation (ex. highlight, arrow, ellipse) to an OnBase document stored as a PDF.
False - You can only annotate image formats (i.e. TIF)
Where am I if I need to scan in multiple documents at once?
Unity Client - Batch Scanning
What do you use while indexing if you don't know the Student ID / Employee ID / Vendor ID?
Reverse Lookup
A document search interface pre-configured based on specific-retrieval requirements (both search criteria and results display) over one or multiple document types.
What is a Custom Query?
What is the Status Queue used to reorder pages of a document during batch processing?
Document Separation
Required keywords appear in Italics
False - they appear in Red
Where do I go to index documents that were scanned in a batch?
Batch Processing - in either the Unity or Web Client
How do you group or filter your hit list results?
From Custom Queries, drag the keyword to the top for grouping. You can also filter or sort within each column.
A set of keyword values from a source external to OnBase (such as Workday), used for assisted indexing of documents in OnBase.
What are AutoFill Keyword Sets?
The keywords are used to assist with capturing data and the indexing of documents
When doing Batch Processing, what option is used to carry over Keyword values to subsequent documents for the same person?
Use the Lock button within Batch Processing
You can search for 2 separate keyword values at 1 time. An example would be searching for 2 different last names.
True - However, to search for both names at the same time the operator of "OR" needs to be used instead of "AND" which is the default
When would the AND operator be used when performing a document retrieval?
When searching for documents where the values of two or more instances of a single Keyword Type need to exist on one document.
How do you add another instance of a keyword? There are 3 ways.
Double-click on the keyword label
Ctrl+T in the keyword
F6 in the keyword
What does committing a batch do to a document? Hint, it's the opposite of a relationship!
Breaks them apart and stores them individually in OnBase
Oh No! I messed up and I need to combine documents and/or pages. How do I do it?
Edit pages or send them to Document Separation
Documents are completely removed from OnBase upon deletion.
False - deleted documents can be found in the Trash Can and from there be restored. Only purged documents are permanently removed from OnBase.
Annotate Me!
Top of the Ribbon bar in Images
What is Trish's favorite saying related to OnBase?
When in doubt, right-click it out!