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.