Terminology
Use this button to get to the menu options within the Web Client
What is the Waffle Application Button?
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 documents?
Document Retrieval
How do I see all the transactions for a document?
History
Metadata values associated with documents in OnBase
What are Keywords?
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 do I add an Annotation?
From the document View, go into Notes and Annotations
What is the wildcard character for searching
The asterisk *
The system configurable format of the name of a document in Retrieval.
What is AutoName String?
Required keywords appear in Italics
False - they appear in Red
Where do I add an individual document to OnBase?
Import
What do you use while indexing if you don't know the CRN 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?
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
Where do I see a graphical representation of data in OnBase?
Reporting Dashboards
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 set of keyword values from a source external to OnBase (such as Canvas), 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
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.
Where do I search for content within OnBase documents?
Full Text Search
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.