Summary
OnBase is an enterprise system for digital document management at the University of Louisville. You use it to scan, archive, search and retrieve documents, as well as create forms and automate workflows. This guide is for staff who need to manage, store or retrieve university records securely and efficiently.
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Summary
What is Onbase?
Onbase is an application from Hyland software that is used to store and retrieve scanned and electronic documents (pdfs, images, Word docs, spreadsheets, etc). It also has a sophisticated Workflow module for routing documents to users to complete tasks on that document such as data entry and approvals.
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.
- (Unity Client Only) Add
https://onbase.louisville.edu to your browser’s trusted sites.
Instructions
Web Version
- Go the the Onbase Application
- Log in to OnBase using your AD credentials.
- Upload documents using the Onbase interface
- Search and retrieve documents by entering keywords or using filters.
- Contact the ECM Team for advanced requests (workflows, dashboards, edits).
Client version
- If off-campus, you will need to be on the VPN
- Log in to OnBase using your AD credentials.
- Scan or upload documents using the OnBase interface.
- Search and retrieve documents by entering keywords or using filters.
- Contact the ECM Team for advanced requests (workflows, dashboards, edits).
Need Additional Help? Submit a Request