Terminology
Metadata values associated with documents in OnBase used as, among other things, search criteria
What are Keywords?
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.
This is the button used to start scanning multiple documents at one time
What is Batch Scanning?
When indexing a document, how can you tell if a Keyword Type requires a value for the document to be considered fully indexed?
The Keyword Type label will be red
The Date attribute present on all documents which can be modified at import, Modify Keywords, and/or Re-index.
What is Document Date?
Using the Import Document dialog, only one file can be selected for import. Importing additional files/documents requires opening the Import Document dialog multiple subsequent times. For more than one document, Batch Scanning should always be used.
False - up to 5 documents can be sequentially imported within Import Document by clicking Choose File again after selecting an initial file (up to 4 more times)
This is the processing queue where scanned and imported batches of documents are reviewed and associated with index metadata prior to being permanently stored in OnBase
What is a Scan Queue?
What is a Cross Reference?
A configured relationship between one Document Type and one/many other Document Types by which you can open other documents without any additional search.
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?
Web Client window workspace panes (i.e. Retrieval dialog, Custom query dialog, image viewer, search result list) cannot be resized.
False. Hold down left-click while on the border between workspace panes and drag to resize.
Where do I go to index documents that were scanned in a batch?
Batch Processing
What do you use while indexing if you don't know the Student or Employee ID?
Lookup/Reverse Lookup
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
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.
Bonus Question: How do you get multiple keyword fields (i.e. 2 last names)?
This is the action taken after completing the Processing / Indexing of a Batch
What is Save and Transition?
Save and Close will only save the changes made to the batch thus far, but will not move it out of the indexing queue.
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.