User Guides These guides offer step-by-step instructions to setup and start using OnBase. Web Client Unity Client DocPop OnBase Training Training Resources: Hyland Community has a lot to offer for seeking knowledge, sharing ideas, and hands on training:. There’s a Hyland review process that takes some time (up to 1 day), but once approved, you will have access to product documentation and training materials.
The HSI number for the profile registration is: 22224. Once registered, you can access This is a unique way to experience OnBase sandbox solutions and products in the cloud!. We will add more soon Scanner Recommendation Please reference the following link for scanner recommendations: Highlights of the Recommendations are:.
*The information in this guide was provided by Hyland Software, Inc. This document has been. OnBase 13, Hyland Software, Inc.
Must be compatible with Microsoft Windows Operating System. Must use a TWAIN compliant driver. Should offer a minimum of 300 dpi resolution. 1:1 ratio. Must offer the TIFF image format (availability of other formats are suggested) ITS has several scanner that have proven to be compatible with OnBase:. Xerox DocuMate 3125 scanner:.
this is a desktop scanner. specs: 26 ppm and 48 ipm. in duplex at 300 dpi. Xerox DocuMate 4799 scanner:.
this is a high speed scanner. specs: 112 ppm / 224 ipm. at 300 dpi. we have 3 and they are available for loa. Please contact.Please Note: Scanners with a proprietary driver will likely have issues. The Fujitsu ScanSnap iX500 scanner has proven NOT to be compatible with OnBase. Current users: got questions about ECM?
Happy, productive users are vital to every successful OnBase solution. And nothing makes users happier and more productive than the confidence of knowing how to complete their tasks quickly and easily in OnBase. Join us for this End User Essentials course, as we explore the basic features and functionality of the OnBase 17 Unity Client. A great resource is the Quick Reference Guide, which you can download, edit, and distribute to end-users. This valuable document is under the Resources and Links section of this course. Interested in self-hosting this course?
Follow the self-hosted request link under Resources and Links. Navigating the Unity Client. Adding criteria for searches.
Finding documents in your system. Grouping your own documents. Working with electronic folders. Putting what you work with most in one place. Bringing documents into OnBase. Sorting document pages. Filling out forms to start processes.
Changing your OnBase password. Utilizing right-click options. Working in the menu. Virtual sticky notes. Navigating and working in Workflow. Accessing and acknowledging compliance documents This course is not subject to any additional certifications.