Editing Office Files in OnBase

This KB Article References:
OnBase
This Information is Intended for:
Instructors, Researchers, Staff
  1. From within OnBase after retrieving or finding a document
  2. Click on it to open the document. 
    Screenshot of the OnBase Document Section Screen
  3. The document will open with the associated application inside an OnBase window.  You can use all the native application's tools.
    Screenshot of editing a document within OnBase in the documents native application

Optimize for Compatibility Setting

For this feature to work correctly, Microsoft Office applications must be configured to Optimize for Compatibility:

  1. Open the File menu from Microsoft Word, Excel etc.
  2. Click Options and then click General
  3. Under the User Interface Options you will see an option to Optimize for Compatibility that must be checked.
    Screenshot showing the Optimize for compatibility option within an Microsoft Office application
This Content Last Updated:
01/24/2026

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This KB Article References:
OnBase
This Information is Intended for:
Instructors, Researchers, Staff
Estimated Read Time:
1 minutes
This Content Last Updated:
01/24/2026