Processing Documents Out of a workflow Mailbox "Step" Queues

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

  1. Navigate to Workflow section within OnBase
    Screenshot of the OnBase Workflow menu icon button
  2. Select the workflow mailbox “Step” of documents pending review and processing.
    Screenshot of the workflow mailboxes that you can run workflows on
  3. Select a document to begin processing
    Screenshot showing the selection of a document to process a workflow on in OnBase
  4. Perform the department-specific required work (in most cases using a third-party system like PeopleSoft) and, when done, perform an action on the document to move it into the next “Step” of the workflow process.
    Screenshot of the OnBase Workflow Tasks button
  5. Repeat process for all documents in the workflow Mailbox “Step”.
This Content Last Updated:
01/24/2026

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Estimated Read Time:
1 minutes
This Content Last Updated:
01/24/2026