Tour d'OnBase
If I use a Mac, what type of OnBase Client is available for me to use?
Web Client
Where can I review all activities/actions that have been made regarding a document?
History
Note - this is available via the ribbon or by right-clicking on the document
How do you select multiple document types at once from within Retrieval?
Use the Ctrl or Shift keys. Ctrl will select individual rows. Shift will select contiguous rows.
Note - you may prefer to use Custom Queries
We know Document Separation allows us to chop up, combine, and rearrange pages of incoming image documents in a Scan Queue but where would I find a similar interface in OnBase once that document is committed to the system?
The Image tab of the document viewer, then the 'Edit Pages' function.
NOTE: This function only applies to documents of an Image file type.
During indexing, how do you know if a Keyword Type is required to successfully complete the import of a document?
The Keyword Type label will appear in RED
I need to perform Batch Scanning. What OnBase Client type is available for me to use?
Unity Client
Indexing metadata can be modified on existing, committed documents using what two locations/functions?
Keyword Panel and Re-index
Note: these are available via the ribbon (Unity Client) or by right-clicking on the document (both Web Client and Unity Client)
How do you view related documents when you have one retrieved document open?
Cross References
Note - this has to be configured and is based on the primary ID
If you have a batch of documents all for the same Student/Employee, what shortcut can be used while indexing?
Us the Lock icon to keep the applicable keywords in place for all future documents in that batch
Custom Queries have multiple options for displaying document rows that have been retrieved. What are behavior is observed if a column is filtered in the search results/hitlist?
The column header will be highlighted so you know the list is filtered.
Only the subset of documents containing the filtered keyword will be displayed.
The filter is "sticky" and not associated with the login/search session. It will remain until you remove the filter with the button next to it (looks like a funnel plus an 'x').
When in the Batch Processing interface, for which manual status step are you unable to Skip Processing
Index / Awaiting Index
How do you change the Document Type?
Use the Re-Index option
Note - this cannot be done within the Keyword Panel
How do you add a redaction?
"Soft" redactions can be added just like Notes/Annotations
Note - Unity Client has the option to Show/Hide Notes in Viewer which can remove a redaction. If you need redactions that cannot be removed, please contact your OnBase System Admin.
KSUID and EMPLID are the primary Keyword Types that trigger the auto-population of respective secondary Keywords when indexing documents. If I don't know the KSUID or EMPLID value, what indexing feature can help me find and apply that along with the secondary values?
Use the Reverse Lookup - either KSUID Lookup or EmplID Lookup as appropriate to the Document Type
Where can you combine or reorder pages of a document?
Document Separation (in Batch Processing)
or
Edit Pages (in the Image tab of an Image Document)
What do I not have to select if searching for documents via Custom Query?
Document Type(s) and Document Type Group(s)
How do I remove a document from OnBase?
Delete
Note - this will put the document into the Trash Can
When indexing or retrieving documents, I see the field for a Keyword Type that has a little down arrow. That Keyword Type is not one for a Date value. What does that indicate?
A Dropdown/Data Set/Picklist/Select List
What are two ways to add 2 or more pages together as 1 document while in Batch Processing?
Use Document Separation and drag pages to the same row
Use Indexing and index the first page, then use the Append button for each applicable subsequent page
In Document Separation, what can be used to enlarge the thumbnail images as well as increase/reduce the zoom delay?
Thumbnail Settings
Where do I set rights for a note / annotation that I have created?
Privacy options can be set from the Notes Pane
How do I got a copy of a document to be used outside of OnBase?
Send To File
Send to Mail Recipient
Note - this is permissions based
Onto what file type of documents can all notes and annotation types to which you have access be applied?
Image file type
(also PDF documents stored or re-indexed as the Image Rendered PDF file file)
When a batch is completely indexed, a dialog box is presented with 3 options. Which option do you select to prompt the batch to proceed onto the Awaiting Commit status queue?
Save and Transition will complete the step and take it to Awaiting Commit.
Note - Save and Close is used if you still have work to do with the batch. It will remain in Awaiting Index/Index in Process.
How do you retrieve documents for 2 different KSUID's at the same time?
Unity Client - double-click on the KSUID label so you have 2 keyword fields. Enter the ID's you want and change the Operator to OR.
Web Client - click on the KSUID label so you have 2 keyword fields. Enter the ID's you want and change the Operator to OR.
Note - this can also be done by using F6 or Ctrl+T