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.

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.

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Objective or Task

Access, store and retrieve university documents using OnBase.

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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).

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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. 

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Further Readings

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

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Need Additional Help?

• Contact the ITS HelpDesk: Call 502-852-7997 during business hours:
  • Monday through Thursday: 6:00am – 10:00pm
  • Friday: 6:00am – 5:00pm
  • Saturday: 7:00am – 5:00pm
  • Sunday: 10:00am – 10:00pm
  • University Holidays: 7:00am – 5:00pm
  • Closed on Thanksgiving, the day after Thanksgiving, and Christmas.
  • If you have an emergency during off hours, call the HelpDesk to be transferred to an on-call technician, or leave your request on voicemail. Your call will be returned the next day starting at 7am unless you specify a time.
• Live Chat: Chat with the ITS HelpDesk at https://apps.louisville.edu/it/livechat/phplive.php during business hours.
• Submit a Ticket: Use the self-service portal at http://service.louisville.edu to log requests or check the status of existing tickets.
• In-Person Support: Visit the iTechConnect 1:1 help located on the lower level of the Miller Information Technology Center, Belknap Campus, during business hours.