General
Articles related in General Troubleshooting in OnBase
Use these steps in the attachments to clear/remove a lock on a specific batch, document or Cover Sheet eForm in OnBase.
File > Administration > ...
Fri, 8 Nov, 2024 4:31 PM
The client may need to be relaunched. Ask the user to completely exit the program by right clicking the icon in the system tray and choosing "Exit OnBa...
Fri, 8 Nov, 2024 4:33 PM
Transfer/Change of Unit Resident's File in OnBase - What should I Do?
The following information should be used as a guide, please con...
Thu, 17 Apr, 2025 4:15 PM
This happens sometimes when you dock/undock or use multiple screens like I do - the Unity Indexer window is "hidden." Try any of these so...
Fri, 8 Nov, 2024 4:33 PM
Please use the attached video to Locate a Document Handle in the OnBase Unity Client
Fri, 8 Nov, 2024 4:32 PM
Sometimes the OnBase Primary Viewer in the Workflow module is unselected. To view selected items, it must be selected. Please follow the video to turn the P...
Thu, 17 Apr, 2025 4:18 PM
Created: 2024/07/11
In certain areas of OnBase, such as Retrieval and Workflow, users are able to export a CSV list to Excel. Note that the employee’...
Thu, 11 Jul, 2024 11:16 AM
You may want to send documents in OnBase to a specific file folder. This how-to video shows how to send multiple selected documents to a file.
Tue, 15 Apr, 2025 12:23 PM
OnBase - Purging a Batch
Use the video attached and/or instructions below to purge (delete) an entire batch.
If you need to delete and...
Mon, 23 Sep, 2024 4:53 PM