OnBase - Certification Type Keyword Change


Please use the following information to make changes to the Certification Type Keyword for your OnBase document(s).


  1. Select the document you want to modify/change using either Retrieval or File Cabinet

  2. Right click the document to view options

  3. Select Keywords (and wait for the keyword panel to appear)

  4. Locate the Certification Type keyword and make a selection using the drop-down arrow

    --note if the keyword is not blank you have to delete all data to see options

  5. Select the Certification Type that corresponds to your document(s) Change of Unit for Transfers, Move Out for Move Out, etc.

  6. Press Save Keywords to finish your modifications/changes

  7. Repeat the steps for each document that requires modifications


Note: the video demonstrates changing the Certification Type keyword from Blank to Change of Unit.