Terminology
Metadata values associated with documents in OnBase used as, among other things, search criteria
What are Keywords?
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)
Where would I "send" a document that I want to open later without having to perform a search for it?
Envelopes
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.
Document Date
You can add an annotation (ex. highlight, arrow, ellipse) to an OnBase document stored with a file type of PDF.
False - You can only annotate 'Image File Type' (i.e. TIF, JPEG, etc.) or 'Image Rendered PDF' documents
Where am I if I am looking at a list of activities that have occurred to a document from its import to now?
History
What do you use while indexing if you don't know the PRN?
Lookup/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?
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
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 Banner), 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
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
A configured relationship between one Document Type and one/many other Document Types by which you can open other documents without any additional search.
Cross Reference
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!
Toggle Annotation and Annotation drop-down list in Image Viewer ribbon
What is one way to select multiple Document Types for searching in the Document Retrieval dialog.
1) Hold CTRL and click desired Doc Types
2) Hold SHIFT and click first and last Doc Types in a range of Doc Types
3) Click on Document Type Group (will select all Doc Types contained within that Document Type Group)