Enterprise Content Management solution
Get started with using the various facets of OnBase.
Launch the Website now:
Getting Started Guides:
- Website access ( how to login )
- Document Import ( how to upload )
- Process a batch in OnBase ( how to upload efficiently )
- OnBase 17 Web Client - Quick Reference Guide (QRG)
- OnBase 17 Unity Client - Quick Reference Guide (QRG)
- OnBase 17 Unity Client - Batch Scanning and Indexing Reference Guide (QRG)
Supplementary Services Forms
Reminder: The supplementary services form is a two-form process. First, your divisions administration will generate a pre-authorization request. Second, each employee will generate a supplementary services payment request, each month.
- Faculty Perspective - Training Video NEW
- Check your Form Status NEW
- Retrieve a Pre-Authorization Form
- Retrieve a Payment Form
- Cancel a Pre-Authorization Form
- Cancel a Payment Form
- Retrieve Related Documents
First time? Review all 4 videos in order.
NOTE: Some resources have been updated since vidoes were published.
- (of 4) Submit a Pre-Authorization Form (before Supp Services)
- (of 4) Review/Authorize an Active Form (Pre-Auth)
- (of 4) Create a Supplementary Services Form (Payment)
- (of 4) Workflow / StatusView Technical Overview
Visit the OnBase Community website (a Hyland product) for more technical guides.
Contact the HelpDesk if you'd like access to the OnBase Premium Training Subscription
Send an e-mail to firstname.lastname@example.org