Adding and Removing items to your "Personal Page" in OnBase

The Personal Page or Home page can be used to create shortcuts to queries and other items.

This article will show you how to add items to your Personal Page and remove them.

Adding Items to your Personal Page   

1. You can add a document, a custom query or a list of documents from a query search to your Personal Page:
   1. Adding a Document: 
      In the Document tab, click Send to > My Personal Page
      OR
      Right-Click on a document > Send To > My Personal Page.
      
   2. Adding a  Custom Query: 
      When adding a Custom Query to the Personal Page this will bring you to the Query with 1 click.
      1. To add a query to the Personal Page, navigate to the query by clicking on Custom Queries
         
      2. Right-click on a custom query name and click Add to Personal Page.
         
   3. Adding a  Query Search Result: 
      When Adding a Query Search Result to the Personal page, this will provide a list of documents so that it can be quickly accessed in 1 click.
      1. Generate a search query by clicking on Custom Query > click a custom query name > enter the search criteria.  At the top of the screen you will see the query name and search results with the number of documents.  Click the downpointing arrow > Add to Personal Page
         
         
          
2. You'll see a confirmation appear on the bottom right of your screen that you can close when finished
   
3. To see your shortcuts, click Personal Page in the Home tab
   

Removing Items from your Personal Page

Right-click on a tile and click Delete.