This KB Article References:
OnBase
This Information is Intended for:
Last Updated: June 18, 2022
Average Rating: Not Rated
This Information is Intended for:
Last Updated: June 18, 2022
Average Rating: Not Rated
Your feedback is important to us, help us by logging in to rate this article and provide feedback.
You can process documents from the workflow mailbox "Step".
1. Navigate to Workflow section within OnBase
2. Select the workflow mailbox “Step” of documents pending review and processing
3. Select a document to begin processing
4. Perform the department specific required work (in most cases in a 3rd party external system like PeopleSoft) and when done perform an action on the document to move it into the next “Step” of the workflow process.
5. Repeat process for all documents in the workflow Mailbox “Step”.