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Articles related in General Troubleshooting in OnBase

Clearing a lock 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 > ...
Wed, 15 May, 2024 12:17 PM
Unity Client Hangs or Does Not Respond as Expected
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...
Mon, 1 Apr, 2024 2:25 PM
Transfer/Change of Unit Resident's File in OnBase - what should I Do?
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
Unity Indexer Window is Not Populating
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...
Thu, 9 May, 2024 10:57 AM
Locating a Document Handle
Please use the attached video to Locate a Document Handle in the OnBase Unity Client
Tue, 4 Jun, 2024 10:59 AM
OnBase Primary Viewer Turned Off
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
Exporting a CSV List to Excel
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
OnBase Quick Reference Guide
FAQ for common OnBase inquiries.
Fri, 13 Sep, 2024 5:01 PM
OnBase - How-to Video - Sending Documents to File
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
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