Processing Documents Out of a workflow Mailbox "Step" Queues

This KB Article References: OnBase
Created: 06/03/2022 Last Updated: 06/18/2022

You can process documents from the workflow mailbox "Step". 

1.       Navigate to Workflow section within OnBase

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2.       Select the workflow mailbox “Step” of documents pending review and processing

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3.       Select a document to begin processing

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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.

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5.       Repeat process for all documents in the workflow Mailbox “Step”.

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