Training Manual

OnBase Web Client

January 5, 2021

OnBase Web Training Manual - Grad AS.docx 1/5/2021

 Table of Contents

Overview of OnBase Clients…………………………………………………………………………………. [3]

Logging in to OnBase
1. Login…............................................................................................................. [4]

Navigation…………………………………………………………………………………………………………….. [5]
1. Document
o Document Retrieval............................................................................... [6]
o Custom Queiries.................................................................................. [7-9]
o New Form............................................................................................... [10]

Exiting OnBase........................................................................................................... [11]

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Overview of OnBase Clients
o There are three (3) OnBase clients, all as front-end options, to use OnBase.
o All have a different look and feel and are used differently.

Client Functionality

Thick Original Client

“Mainframe” look and feel
Processing Client – User for scanning and/or importing from external sources.
Example: Admissions documents are imported from CommonApp, CollegeNet.
Unity Forms cannot be retrieved with the Thick client.
Software is “pushed” to the machine.

Unity Newer Client

Modern Look
Many more usability features: including enhanced features to sort and filter
both Retrieval and Workflow results.
Allows ability for clients to customize their use.
Includes a Personal Page to put frequent actions; such as Retrievals, Queries,
Workflow, etc.
Unity Forms: Unity Client allows for creating electronic forms (Unity Forms)
within the Unity Client. They can be integrated with PeopleSoft. Upon
submission of a Unity Form, they can just go into OnBase, or into a Workflow
queue for further processing.
If using Unity Forms, the Unity Client is required.
Software is “pushed’ to the machine.

Web Only client for Mac Users.

Works well with Remote Access for Mac and PC users.
Web Browser Compatibility:

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Login Screen

Ø URL: onbase.syr.edu

Ø User Name: Enter User ID (Netid)

Ø Password: Enter Password
Ø Select Login

Ø You will come to the following page upon signing in.

Ø Close this by selecting X.
Ø Be sure to turn pop up blocker off, if requested.
Ø

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Navigation
Become familiar with the Navigation. It defaults to Document Retrieval.

Use the Main Menu icon to navigate. Navigation

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Document
o Document Retrieval
a. This allows for retrieving a single document, or multiple documents based on
common keyword values.
i. Select the Document(s).
ii. Enter the keyword value(s).
iii. From the bottom, select Search.

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 o Custom Queries
• This allows for retrieving a set of pre-defined documents.
(ie: entire student folder)
• Navigate to Document > Custom Queries
• A list of queries will appear on the left hand side.
• Select the Query.
• Enter the keyword value(s).

• Select Search.

Note: Select Show Instructions, for more information about this specific query.

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 • Results

• Working with Search Results

o Size the Headers
§ Expand or minimize the header size of the columns by dragging the
blue line that separates the keywords.
o Sort - Alphabetize by Header
§ Click on AcadPlan – Sorts by Alpha
o Filter
§ Enter a desired keyword value in the Header.
• Example AR33M.
§ Only filtered results will display.
§ Can enter a filter on multiple keyword values to further reduce
results.

§ To remove the filter, select Clear Filters.

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 o Group by Area
§ Drag a desired keyword up to the “Group by Area” to create sub
folders. Try AcadPlan.

§ To remove, select the X on the group by keyword from the

upper right.

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New Form
a. This allows for creating a new form to send to Enrollment Management.
b. Select the Document.

c. It opens to the right of the navigation panel.

d. Complete the form, as required.

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Exiting OnBase
• From the upper right corner, select the down arrow next to your user name.
• Select Logout.

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