Using Templates in Onbase
This KB Article References:
OnBase
Created: 06/03/2022 Last Updated: 06/03/2022
Templates are useful for common forms or documents that need to be added to a record in OnBase.
To create a document using a template:
1. Click Templates in the ribbon.
2. Select the template you want to use and edit.
3. Make the changes to the document.
4. When you click save on the document, a window will open asking for the keyword index values:
5. Then click Import to upload the file into OnBase.