Documentation

OnBase documentation in the ITS knowledge base

• Carleton OnBase Overview and Documentation
  

OnBase functionality can be understood in six simple categories: Capture, Manage, Access, Integrate, Measure, and Store. Please visit the links below to learn more about using OnBase. 

Capture

• Getting documents into OnBase
• Importing and Separating PDF files

Manage

• Workflow
• Deleting blank pages in documents

Access

• Requesting an account
• OnBase Folders
• OnBase Envelopes

Integrate

• Changing your OnBase defaults
• Budget Manager Reports via The Hub

Measure

• OnBase Custom Queries

Store

• Document Retention (used to remove documents after defined time periods)