Electronic Document Management: OnBase

Description

OnBase is an extensible, customizable electronic document management and workflow system for capturing paper and electronic documents. Departments utilizing OnBase document imaging see gains in operating efficiencies, materials reductions, and business continuity, as well as enhanced disaster recovery capabilities.

Access

• OnBase Web Client

  • Best for retrieving and viewing documents or interacting with workflows.

  • Requires Chrome 57 or greater, Firefox 52 or greater, Safari 9.1.0, 10.0.0 or 10.1.0, Edge 14, or Internet Explorer 11.0.

• OnBase Desktop Client

  • More advanced functions will require that you install OnBase on a Windows machine

Who can access

• To scan documents or create workflows: Academic and administrative units

• To view documents: Employees

How to request access

• For existing OnBase solution access for individuals, submit the Request for Access to OnBase form.

• To develop a new OnBase solution for your department, please request a process automation project.

Features

• Capture and archive paper documents by scanning

• Capture and archive electronic documents through various import processes

• Once captured, documents can be easily and securely shared with other OnBase users via a basic retrieve/view interface or via a workflow interface that can be customized to meet your business process requirements.

Additional resources

Join the Digital Workflow Advisory Community

• The Digital Workflow Advisory Community is open to OHIO students, faculty, and staff who have an interest in automated workflows that replace manual business processes, electronic forms, document digitization, and digital document content management.

Service support

• To view the Digital Workflow roadmap, navigate to our IT Services roadmaps webpage. Under Available roadmaps, in the Service dropdown menu, select Digital Workflow.

• Digital Workflow Service Level Agreement

• Help & Resources: OnBase

Get help

• Visit the Technology Help Center (help.ohio.edu) to get live support, view outages, and browse trainings.

Accessibility

You may wish to review Hyland Software, Inc. Ontario's Accessible Customer Service Policy.

Ohio University strives to make its digital resources and services accessible to all visitors, including those with disabilities who may also be using assistive technology. If special steps are necessary in order to improve the accessibility of experiences for end-users, those steps must be taken. 
 
If you experience a barrier that affects your ability to access OHIO websites, videos, online forums, documents, or other information technology, please let us know. 
For further information about OHIO's digital accessibility resources, see:

• Digital Accessibility

• Office for University Accessibility

• Student Accessibility Services

• Ohio University's IT Accessibility Policy

Security

The Ohio University Information Security Office strives to educate and empower the University community to appropriately manage risks and protect OHIO’s information and systems. This effort is facilitated through policies, standards, and information security risk management program, as well as other tools and guidance that are provided to the University community. This modern approach creates a safe computing environment in which the University community can teach, learn, and conduct research. 

For additional information about OHIO’s security resources, see:

• Resources for students 

• Resources for faculty and staff 

• Resources for researchers