Does OnBase have an API?

Published by Anaya Cole on

Does OnBase have an API?

The OnBase suite of APIs gives you the flexibility to create your own integrations with OnBase, providing your programmers with access points to integrate with OnBase documents, processes and more.

What do you use OnBase 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.

How do you search OnBase?

In the Document Retrieval pane, select the Document Type Group(s) and/or Document Type(s) to search. Click the Text Search hyperlink. The Text Search window is displayed: In the Find What field, type the text string you want to search for.

What is a document tracking system?

A document tracking system automates the process of accessing, searching and editing documents and enables you to control who views or edits a document. Key features of a document tracking service include document security, third-party integrations and document storage.

How do I create a new document type in OnBase?

  1. Read Excel file. Get environment, username and password. Get Document Types to be created.
  2. Open & login to OnBase Configuration.
  3. Create Document type.
  4. Read Document Type ID.
  5. Mark created Excel row green or red.

How do I create a custom query in OnBase?

Opening Custom Queries in the OnBase “Thick” Client At any time, you can open Custom Queries in the File Menu. Select the File Menu, select Open, and from the options, select Custom Query. You will be presented with the list of Custom Queries associated with your user groups.

What is a workflow solution?

What is Workflow Solution? A workflow solution is a software designed to optimize business processes. It does this by standardizing everyday predictable workplace activities as ‘workflows’. Workflow solutions are used to both streamline business processes as well as automate them.

How do you develop a document management system?

Here are 7 steps to create and implement a document management strategy:

  1. Determine Who Will Take Charge.
  2. Assess the Current Filing System and Determine Strategy Requirements.
  3. Identify Each Document.
  4. Establish Procedures and Requirements, Then Document.
  5. Preparing the Strategy.
  6. Purge Unnecessary Documents.

How do I delete documents on OnBase?

Sign into the OnBase Full client. Retrieve and open the document you wish to make changes to. Right click on the document and select Delete/Reorder Pages from the right click menu or use the shortcut key of Ctrl+D. The document will be displayed for you in page-by- page view.

What is OnBase document type?

WHAT IS ONBASE DOCUMENT IMAGING? Document Imaging is a document management application to manage the electronic storage, indexing, retrieval and workflow of scanned and imported documents and forms. The OnBase document structure. and user group configurations are basic building blocks of system.

What is a packet document?

Document Packets allows users to generate a single PDF document from multiple source documents within OnBase. Before the document is published, documents and pages can be rearranged, duplicated, or removed from the final output, offering end users flexibility and a high level of customization.

Categories: FAQ