OnBase

OnBase is a document management system available for University departments who are interested in eliminating paper and managing their business files.  

Frequently Asked Questions

How do I request OnBase for my department?
Where can I get training for OnBase?

Access OnBase

How do I login to the OnBase Web environment?

Accessing Onbase

How do I add users to Active Directory Groups for access to OnBase, Department Shared Folders and other applications?
How do I get OnBase installed on my computer? (Windows only)
How do I log into or obtain access to OnBase?
How do I log out of OnBase?
What is an OnBase Point of Contact (POC)?

Document Workflows

How do I process documents out of a workflow mailbox "Step" queue?

Outsource Scanning

How can historical documents be converted from paper to electronic format?

Sending Files to Others

How do I email out documents?
How do I quickly send a file to other Onbase users?

Customizing User Preferences

How do I add a custom query or document to my Personal Page? How do I remove items from the Personal Page?
How to I change the default date range in OnBase when Retrieving Files?

Finding Documents

How can I find document using custom queries? How are custom queries created?
How do I retrieve documents on Onbase?
Is there a wildcard to help me search for documents?

Recommendations

How do I archive our paper documents that were converted into OnBase?
How do I order a scanner through Wolfmart?
Is there an Audit Policy mandated by Stony Brook University?
What are the recommended scanners to use?
What are the time requirements for OnBase transactions?
What is the recommended scanner configuration?

Scanning Documents

How can I scan a number of documents to be seperated and indexed later in Onbase?
How do I index (or rename) a document once it has been imported or scanned into OnBase?
How do I process or index documents (Batch Processing) that are Scanned into OnBase Scan Queues from a Multi-Function Printer (MFP)?
How do I scan documents into Onbase from a personal scanner connected to my PC?

Working on Documents

Can I edit Office Files (Excel, PowerPoint, Word) stored in OnBase?
How can I print a document directly to OnBase? (Installing the Hyland OnBase Virtual Printer Driver to Convert Files to TIFF Format)
How do I access and use Templates in OnBase?
How do I annotate a PDF in OnBase?
How do I append (merge) pages?
How do I convert a document to PDF?
How do I convert files to TIFF using PDF Creator?
How do I create or access revisions of a document in Onbase?
How do I import a document into OnBase?
How do I recovery a deleted file?
The indexing on a document is incorrect. How do I re-index (rename) a document?
What can I do with a document once it is indexed?
Where can I find a list of my locked documents and remove the restriction?

About

How do I archive our paper documents for storage at warehouse?
What are the time requirements for OnBase transactions?
What is the Server Security Policy?
What type of reports can the Point of Contact view?

Troubleshooting

Can a department add custom enhancements to OnBase?
I'm having problems viewing TIF documents. How do I view/open TIFs?
Is OnBase compatible with Mac?
What do I do if I am having scanner problems?

For More Information Contact

Customer Engagement and Support
Customer Engagement and Support Help Portal

Additional Information

Files & Links
Video Training Playlist
unityclient.pdf