FAQ

OnBase Frequently Asked Questions

OnBase - How to Use File Exporter
You can use File Exporter technology in Document Retrieval, custom queries, and envelopes. The File Exporter can not be used to save documents that appear...
Tue, 19 Jul, 2016 at 11:04 AM
OnBase - Instructions for Saving a Candidate Contact Record Attachment
Candidate Contact System and OnBase users no longer have to input the Candidate ID, Candidate Name, and the Election Cycle for the Document Type CC – Cand...
Tue, 19 Jul, 2016 at 11:09 AM
OnBase - Using the Statement Review/No Pay Letter Response Custom Query to Retrieve a Campaign's Statement Review Responses
The Statement Review/No Pay Letter Response Custom Query will allow CFB Staff to retrieve a campaign’s Statement Review Response and No Pay Letter resp...
Tue, 19 Jul, 2016 at 11:58 AM
OnBase - Uncategorized Documentation Received from Campaigns – SCU
The Uncategorized Documentation Received From Campaigns workflow was developed to help make Document Processing’s task of indexing hard-to-identify docume...
Tue, 19 Jul, 2016 at 12:06 PM
OnBase - Uncategorized Documentation received from Campaigns - Document Processing
The Uncategorized Documentation Received From Campaigns workflow was developed to help make Document Processing’s task of indexing hard-to-identify docume...
Tue, 19 Jul, 2016 at 12:23 PM
OnBase - Internal Amendments on Existing OnBase Documents
When an existing registration forms needs to be modified and resent to the CSU Forms Workflow use the following steps that will create an internal amend...
Tue, 23 Aug, 2016 at 10:46 AM
OnBase - Abbreviations
Attached is the list of the abbreviations that we are using for the document type and auto-string names.
Fri, 7 Oct, 2016 at 12:27 PM
OnBase - Shortcut Key List
Attached is the OnBase 15 Shortcut Key List.
Wed, 3 May, 2017 at 1:49 PM
OnBase - Task Bar is Missing
Occasionally, you will receive a ticket claiming that the task bar is missing. Without this task bar, users will be unable to use Ad Hoc Tasks in workflows ...
Tue, 28 May, 2019 at 11:05 AM
OnBase - DocPop Issues
DocPop is used to open up documents in Onbase without having to log into Onbase. Many of our notifications that are generated by Onbase will have a link so ...
Tue, 28 May, 2019 at 11:12 AM