What is OnBase client?

What is OnBase client?

The OnBase Unity Client is Mt. SAC’s Enterprise Content Management (ECM) system that is used to store, scan and retrieve documents. Your access is granted based on your manager/supervisor’s request. To login, double click on the OnBase Unity Client on your desktop and use your windows credentials to login.

What is OnBase software used for?

OnBase is a single enterprise information platform designed for managing content, business processes and case information unique to your organization.

What kind of software is OnBase?

OnBase is a single enterprise information platform for managing content, processes, and cases, combining ECM, case management, business process management (BPM), records management and capture functionality on a single platform.

What is OnBase system?

OnBase is a single enterprise information platform for managing content, processes and cases. The OnBase platform is able to provide an almost unlimited number of solutions across your departments, throughout your enterprise.

How do I add notes to OnBase?

Right click on the image, select “Notes” from the dropdown menu and then select “Add Note”. Double clicking on the “Note” will minimize or reopen the “Note”.

What database does OnBase use?

OnBase uses a proprietary database schema containing many interrelated tables. While it is a relational database, like most SQL databases, the relationships between each table are controlled by the OnBase Software, rather than by standard SQL Server functions and stored procedures.

How do you search OnBase?

Select the desired Document Type(s) and any applicable date range and/or keyword values. 3. Type your search terms in the search field at the bottom of the panel and click Search. All documents that include your search terms display in a list on the right side.

How do I open OnBase?

Double click on the OnBase icon to open the program. When OnBase starts, the Document Retrieval window will open by default if configured. The Document Retrieval dialog box allows you to search for and retrieve documents from the system. It is divided into four separate sections.

Begin typing your search term above and press enter to search. Press ESC to cancel.

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