What is OnBase Document Management?
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What is OnBase Document Management?
OnBase Document Management Software OnBase by Hyland automates your processes, manages all of your important business content in one secure location and works with your other applications to deliver your information whenever – and wherever – you need it.
How do I merge documents in OnBase?
Select Toolbars and then Pages to open the thumbnail pane. Locate 2nd document you want to combine in hit list and highlight it. Right click on it and choose Open in New Window from menu. With the two opened documents stacked on top of each other.
What do you use OnBase for?
OnBase, Hyland’s flagship product, is a single enterprise information platform designed to manage your content, processes and cases. OnBase centralizes your important business content in one secure location, and then delivers relevant information to you when you need it, wherever you are.
What is OnBase workflow?
OnBase Workflow is an electronic document routing system that enables users to process work more efficiently, faster, and more accurately than with traditional paper processing.
What is a document tracking system?
A document tracking system automates the process of accessing, searching and editing documents and enables you to control who views or edits a document. Key features of a document tracking service include document security, third-party integrations and document storage.
What is OnBase unity client?
The OnBase Unity Client is Mt. SAC’s Enterprise Content Management (ECM) system that is used to store, scan and retrieve documents. Your access is granted based on your manager/supervisor’s request. To login, double click on the OnBase Unity Client on your desktop and use your windows credentials to login.
How do you search OnBase?
In the Document Retrieval pane, select the Document Type Group(s) and/or Document Type(s) to search. Click the Text Search hyperlink. The Text Search window is displayed: In the Find What field, type the text string you want to search for.
How do I append in OnBase?
Drag the new pages into the current document’s group. Or check off each group of pages and click Join > Merge Documents. Click Save and Close when finished. Note: You may not be able to move away from this screen unless all documents are delete or indexed.
How do I create a custom query in OnBase?
At any time, you can open Custom Queries in the File Menu. Select the File Menu, select Open, and from the options, select Custom Query. You will be presented with the list of Custom Queries associated with your user groups.
What is a workflow in OnBase?
OnBase Workflow is an electronic document routing system that enables users to process work more efficiently, faster, and more accurately than with traditional paper processing. OnBase Workflow is beneficial whenever successive points of input or action are required in order to complete a task, process, or procedure.
What database does OnBase use?
relational database
OnBase uses a proprietary database schema containing many interrelated tables. While it is a relational database, like most SQL databases, the relationships between each table are controlled by the OnBase Software, rather than by standard SQL Server functions and stored procedures.
What is a workflow solution?
A workflow solution is a software designed to optimize business processes. It does this by standardizing everyday predictable workplace activities as ‘workflows’. Workflow solutions are used to both streamline business processes as well as automate them.
How do you create a document management system?
Here are 7 steps to create and implement a document management strategy:
- Determine Who Will Take Charge.
- Assess the Current Filing System and Determine Strategy Requirements.
- Identify Each Document.
- Establish Procedures and Requirements, Then Document.
- Preparing the Strategy.
- Purge Unnecessary Documents.
What is Hyland unity?
The Unity Client is an OnBase desktop application, offering the familiar look-and-feel of Microsoft Office products. With intuitive ribbon-style toolbars and tabs and easy access to features, users can easily navigate and perform their primary job tasks with little-to-no training.
How do you search onbase?
What type of system is OnBase?
OnBase is an Enterprise Content Management (ECM) system that provides an information platform to manage electronic documents and automate business processes.
