OnBase

OnBase is an application from Hyland software that is used to store and retrieve scanned and electronic documents (PDFs, images, Word docs, spreadsheets, etc). It also has a sophisticated Workflow module for routing documents to users to complete tasks on that document such as data entry and approvals.

Documentation on how to access and navigate through both types of reporting dashboards (Web Client and Unity Client) are provided below. Step by step procedures will show how to perform tasks on the OnBase application.

  • Accessing OnBase and Logging In: PDF
  • OnBase Dashboards: PDF | VIDEO
  • OnBase Approver Resources and Delegating Approvals: PDF
  • Securely Adding Paper Documents: PDF
  • OnBase Training Resources from Teams: Login required

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