OnBase Basics – Document Retrieval

Presenter: [Name]Date: [Date]

Hyland Software

Working With OnBase• What is OnBase• Document Retrieval• Document Type Groups

(DTG)• Document Types (DT)• Keywords (KW)• Questions

What is OnBase?What is OnBase?

1. OnBase is a software application that provides businesses an efficient means to manage all of the content that passes through the various departments and across its campuses.

2. ‘Content’ is considered anything that comes into the College via paper, fax, e-mail, e-files, e-forms… etc.

3. OnBase contains the tools to quickly search, route, access, monitor, update, etc. any information contained in the system.

Document Retrieval• The most common function performed• Search by any of the following to narrow your search:

– Document Type Group– Document Type– Keywords

– Dates– Text Search

Document Retrieval WindowDocument Retrieval Window

Document Type GroupsDocument Type Groups

• Choose the Document Type Group (DTG) you would like to search from.

• Only DTGs you have been given rights to see will display.

Document TypesDocument Types

• The Document Types (DT) associated with the DTG will display.

• Select one or several DTs that you would like to search.

KeywordsKeywords

• The Keywords associated with the DT will display as blank field ready for your entry.

• Type key information in one or several KW fields

to search for information.

Run your searchRun your search

• Make your selections and click Find to run your search.

Document Search ResultsDocument Search Results

• ‘Hit list’ of search results.• Click on any document to open and view

it.• To view multiple documents, hold down

the Ctrl key and click on the document

Document viewDocument view

• Individual document with thumbnails