Using Templates in Onbase

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.