OnBase: How to Access and Use Document Management

Before You Begin

• You must have an OnBase account. Request access from your supervisor or authorized department contact.
• Log in to your PC with your AD (domain/Windows) account.
• Use Microsoft Edge or Internet Explorer 11 for installation and access.
• Add https://onbase.louisville.edu to your browser’s trusted sites.

Objective or Task

Access, store and retrieve university documents using OnBase.

Instructions

1. Request an OnBase account from your supervisor or authorized department contact.
2. Install the OnBase Unity Client:
   • Open Microsoft Edge or Internet Explorer 11.
   • Go to https://onbase.louisville.edu/InstallUnity/UnityClientPROD.application.
   • Download and run the installer as Administrator.
   • Follow on-screen prompts: Click Install then Yes then Finish.
3. Log in to OnBase using your AD credentials.
4. Scan or upload documents using the OnBase interface.
5. Search and retrieve documents by entering keywords or using filters.
6. Create forms or workflows as needed for your department’s business processes.
7. Contact the ECM Team for advanced requests (workflows, dashboards, edits).

Outcome

After completing these steps you will have secure access to university documents and be able to manage, retrieve and automate document workflows using OnBase. 

Further Readings

• OnBase Quick Reference Guide - Unity Client 
• OnBase Firefox Browser Setup

Need Additional Help? Submit a Request

• OnBase Service Request - Form Link