OnBase Quick Guides and Videos
Please note that these demos were recorded using OnBase version 16. The look of the application is different from the current version, but all functions are the same.
OnBase Quick Guides
The Quick Guides below are PDFs that you can download. There are more guides, as well as user manuals, available in OnBase under 1Manuals & Videos.
Unity Client – Launching and Logging Out Properly
This guide will show you how to launch, log in and exit the Unity Client. A guide is needed because there is a trick to it!
Unity Client – Personal Page Set Up
A Personal Page in Unity provides you with portals to your most frequently used OnBase features. Learn how to quickly create a Personal Page, and how to set it to display when you start Unity.
Import documents into OnBase using the Unity Client – a quick guide
Unity Client – Basic Document Retrieval
This document steps you through the process of searching for documents using the Unity Client.
Web Client – Basic Document Retrieval
This document steps you through the process of searching for documents using the Web Client.
Using the Virtual Print Driver (any client)
See this guide for instructions on how to upload documents from the document’s print menu.
Sending Requisitions into Workflow (any client)
If you are part of a Requisition Workflow, this document will show you how to “print” the requisition in USASWeb and send it to the OnBase Workflow by attaching it to an email.
Creating Envelopes (Web Client)
Envelopes are a handy place to gather a variety of documents.
OnBase – Mobile App
Have an iPad, iPhone or Android device? Then you can use the OnBase Mobile app to access your workflow queues, submit e-forms and retrieve documents through Custom Queries. This guide will get you started.