OnBase Quick Reference Guides for Memorial Users
OnBase Quick Reference Guides have been developed for Memorial users to provide a visual overview of the steps involved in using different features of OnBase. The following guides are available for use:
Complex Searches- How to refine search results using keyword operators and wildcards.
Custom Queries - How to use Custom Queries to retrieve, sort and group the documents you work with most often.
Envelopes- Quick steps for using Envelopes to group documents together for easy access and sharing.
Unity Client- Steps to upload, revise and retrieve documents in the Unity Client.