FAQ
OnBase Frequently Asked Questions
ONBASE WORKFLOW OVERVIEW
I. Overview of OnBase Windows
What is OnBase workflow? Simply stated, OnBase workflow is a tool that brings certain C...
Mon, 18 Jul, 2016 at 1:48 PM
The ECM Team has developed two ways for Auditors and their Senior Auditors to note that they have reviewed a document and the date it was reviewed. The fi...
Mon, 18 Jul, 2016 at 2:03 PM
The following instructions will show you how to customize how you view documents in your OnBase Client.
By default, whenever a document is opened ...
Mon, 18 Jul, 2016 at 2:11 PM
HOW TO DRAG AND DROP DOCUMENTS INTO ONBASE
The following instructions are provided for dragging and dropping or “importing” documents that are saved e...
Mon, 18 Jul, 2016 at 2:27 PM
I. FORWARDING A DOCUMENT TO ANOTHER ONBASE USER USING INTERNAL ONBASE MAIL
Instead of printing an OnBase document and physically handing the document ...
Mon, 18 Jul, 2016 at 3:12 PM
To retrieve a Draft Audit Report or Draft Audit Report Response for a specific candidate in OnBase you will be required to either (1) enter that candidate...
Mon, 18 Jul, 2016 at 3:35 PM
A. Overview
It is now possible for Audit to send documents that appear in certain workflow work folders to be sent to the Document Re-index Request wo...
Mon, 18 Jul, 2016 at 3:53 PM
The ECM team has created the technology that will allow a user to send multiple documents to another user through DocPop and Outlook. This feature creates...
Tue, 19 Jul, 2016 at 10:33 AM
A “Staple” is a type of OnBase note which allows OnBase users to relate and attach documents to each other in OnBase . For example, you can staple a depos...
Tue, 19 Jul, 2016 at 10:39 AM
The DAR/Inadequate DAR Ltr Response Custom Query will allow Audit to retrieve a campaign’s DAR Response package in the exact same order in which it was...
Tue, 19 Jul, 2016 at 10:55 AM