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.

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2.       Select the template you want to use and edit.

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3.       Make the changes to the document.

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4.       When you click save " " on the document,  a window will open asking for the keyword index values:

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5.       Then click Import to upload the file into OnBase.

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