Download OnBase with Workflow User Manual

OnBase with Workflow User Manual
Table of Contents
TABLE OF CONTENTS
Table of Contents......................................................................................................................3
OnBase ......................................................................................................................................4
Locating and Viewing Documents ...........................................................................................6
Using Custom Queries .........................................................................................................6
Using Document Retrieval ...................................................................................................8
Opening a Document ............................................................................................................11
Locating a Specific Page in a Document ...............................................................................11
Modifying Documents............................................................................................................12
Zooming In and Out ...........................................................................................................12
Adjusting the Width and Window........................................................................................12
Rotating .............................................................................................................................12
Re-ordering the Pages of a Document ...............................................................................12
Copying One Page of a Document to Another Document ..................................................13
Creating a New Document from an Existing Document ......................................................13
Adding a Sticky Note to a Document ..................................................................................14
Highlighting a Document ....................................................................................................15
Stapling a Document to Another Document .......................................................................16
Re-Indexing Documents ........................................................................................................16
Changing the Document Type and Date ............................................................................16
Changing the Keywords .....................................................................................................18
Adding a Keyword ..............................................................................................................19
Deleting a Document .........................................................................................................20
Re-Indexing Multiple Documents at Once ..........................................................................21
Importing a Document........................................................................................................22
Printing Multiple Documents as a Single Print Job ................................................................25
Printing with Notes ................................................................................................................26
Deleting a Document.............................................................................................................27
Sending a Document to Workflow ......................................................................................27
Viewing the Document History ..............................................................................................28
Using OnBase Internal Mail ...................................................................................................29
Receiving OnBase Mail Messages.....................................................................................29
Sending OnBase Internal Mail Messages...........................................................................32
Sending External Mail ........................................................................................................33
New Mail Custom Query .......................................................................................................33
Unlocking Documents ...........................................................................................................35
Using Application Enabler .....................................................................................................36
Using Autofill Keyword Sets ..................................................................................................36
Workflow..................................................................................................................................39
Life Cycle Folders .................................................................................................................39
Launching Workflow ..............................................................................................................40
Viewing and Filtering Documents ..........................................................................................40
Viewing Your Own Documents...........................................................................................40
Filtering Your Documents...................................................................................................42
Using System Tasks in OnBase ............................................................................................47
Using Ad Hoc Tasks in Workflow ..........................................................................................48
Using E-Forms ......................................................................................................................49
Case Notes E-Form ...........................................................................................................50
Case Document Notification E-Form ..................................................................................51
Configuring Workflow to Open Automatically.........................................................................51
Configuring Workflow to Open a Specific Folder Automatically .............................................53
Restoring Your Workflow Windows .......................................................................................54
Applying Zoom Settings in Workflow ....................................................................................55
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Do not duplicate or distribute without permission.
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