OnBase Enterprise Content Management

Articles (12)

OnBase - Approve Supporting Documents Workflow

The following Knowledge Base article provides those with EDITOR (or higher) permissions, the instructions to initiate and utilize OnBase Workflow for document approvals on items imported as document type Supporting Document PPP.

OnBase - Check Out/Check In

Use OnBase check-out feature to edit a document in Microsoft Word.

OnBase - Creating an Excel File for a Document List

Created this KB article based on Eric Uram's PPTX, with Camille Danielson's approval.

OnBase - Finding a Document in the OnBase Web Client

Quickly locate any document in OnBase by search or keyword lookup.

OnBase - Frequently Asked Questions

OnBase Frequently Asked Questions

OnBase - Importing Supporting Documents

Detail instructions for adding and linking SOP Supporting Documents into OnBase including Accreditation Standard; Attestation/Certification Form; Bench/Worksheet Template; Calibration; Checklist Template; Guidance; Manual; Reference Method; and Verification.

OnBase - Preparing a Word Document

Suggestions for indentation and working around locked ruler in OnBase.

OnBase - Unity Client Login/Out

Steps for logging in and out of OnBase Unity Client.

OnBase - Web Client Login/Out

Steps of how to login and out of OnBase Web Client.

OnBase Login and Navigation Tips and Tricks

OnBase Navigation and Login Instructions

OnBase - Improve Readability of Full-Text Search Result

How to improve the readability of a document retrieved with Full-Text Search

OnBase Training in Canvas

Instructions for how to enroll and take WSLH's OnBase training in Canvas.