Terminology
Metadata associated with documents in OnBase?
What is a Keyword
Scan, Sweep and Import
What are the multiple ways to bring documents into OnBase?
Can the name of the document be changed as it appears in a Hit List?
True - the Admin can change the AutoName String
Where do I find the Hamburger Menu?
Web Client
How do I see all the transactions for a document
History
A group of documents to be scanned
What is a batch?
Save and Close
What option is used during Batch Processing if you need to save your document so you can come back to work on it later?
Can you annotate a PDF?
False - You can annotate image formats (i.e. TIF)
Where do I find Tiles?
Unity Client - Personal Page
What do you use while indexing if you don't know the student ID?
Reverse Lookup
A document search interface configured based on specific retrieval requirements
What is a Custom Query?
What gets used when reordering pages of a document?
What is Document Separation within Batch Processing
Required keywords appear in italics
False - they appear in Red
Where am I if I need to scan in multiple documents at once?
Unity Client - Batch Scanning
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 keywords that are brought into OnBase form a source outside OnBase
What are AutoFill Keyword Sets?
The keywords are used to assist with capturing data and the indexing of documents
What gets used when indexing multiple Document Types for the same student?
What is the Lock button within Batch Processing?
Can you 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
Where do I go to index documents that scanned in a batch?
Batch Processing - in either the Unity or Web Client
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 do to a document, (hint) It's the opposite of a relationship!
Breaks them apart
Oh No! I messed up and I need to combine documents and or pages
Edit pages or send them to Document splitting
RED means Required
True
Annotate Me!
Top of the Ribbon bar in Images
How many Documents can App Enabler Bring Back at one time?
As many as we have configured