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 confirm with...
Fri, 17 May, 2024 9:56 AM
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...
Tue, 4 Jun, 2024 11:00 AM
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.
Fri, 13 Sep, 2024 5:01 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