What is OnBase workflow?

Published by Charlie Davidson on

What is OnBase workflow?

OnBase Workflow solutions feature an automation engine and electronic routing system that enables organizations to process work faster and more efficiently. A rich set of point-and-click configurable rules and actions allows business processes to be quickly automated with no need for custom programming.

What is Hyland OnBase used for?

OnBase, Hyland’s flagship product, is a single enterprise information platform designed to manage your content, processes and cases. OnBase centralizes your important business content in one secure location, and then delivers relevant information to you when you need it, wherever you are.

Is OnBase a CRM?

OnBase for Customer Service With a CRM software integration, customer service representatives answer questions on the first call. Keeping customers happy is paramount to any successful organization; you can keep them happier with our CRM integration systems.

What is OnBase system?

OnBase is a single enterprise information platform for managing content, processes and cases. The OnBase platform is able to provide an almost unlimited number of solutions across your departments, throughout your enterprise.

What is OnBase client?

Summary. The Unity Client (17) is the next generation OnBase desktop application, offering the familiar look‑and‑feel of Microsoft Of ice products. With intuitive ribbon‑style toolbars and tabs and easy access to features, users can easily navigate and perform their primary job tasks with little‑to‑no training.

What is OnBase utility client?

The OnBase Unity Client is Mt. SAC’s Enterprise Content Management (ECM) system that is used to store, scan and retrieve documents. Your access is granted based on your manager/supervisor’s request. To login, double click on the OnBase Unity Client on your desktop and use your windows credentials to login.

How do I download OnBase?

go to the KACE self-service portal https://tltkace.sinc.stonybrook.edu/user and click the Login button to download the OnBase Unity Client software. See Finding the Name of your Windows Computer to select the correct device to install software on. Follow any remaining prompts to proceed.

What OnBase 15?

‘OnBase 15 is the latest example of how we ‘future-proof’ our software by continuously introducing new functionality while ensuring a seamless upgrade path to make that functionality accessible.

What database does OnBase use?

OnBase uses a proprietary database schema containing many interrelated tables. While it is a relational database, like most SQL databases, the relationships between each table are controlled by the OnBase Software, rather than by standard SQL Server functions and stored procedures.

What do you need to know about OnBase workflow?

What is OnBase workflow? Simply stated, OnBase workflow is a tool that brings certain CFB business processes into an electronic environment. In order for CFB Staff to use workflow they must have an OnBase workflow license registered on their computer.

What happens when a document is committed to OnBase?

Any trigger document or related documents that Document Processing is processing will be committed to OnBase when they click their workflow ad hoc task button that pushes to documents to another Unit’s workflow and/or workflow queue. Once a documents is committed to OnBase it becomes visible to other OnBase users. III. Changing Your Display

What do you need to know about OnBase studio?

By the end of this course, not only will you be comfortable using terms like queue, life cycle, notification, rule, and action, you’ll also be able to create those items while navigating through OnBase Studio with ease. Please login to begin this course.

How to maximize the view of a document in OnBase?

You may wish to maximize your view of a document. To do this, click on any part of the title bar of a sub window and drag it to where you want on the screen. When you exit the OnBase client and reopen it, OnBase will remember the position of each window.

Categories: Contributing