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Millersville University Document Management System

OnBase technology provides electronic storage of any file type (email, presentations, images, spreadsheets, web forms).  
Documents can be efficiently routed /reviewed/approved using OnBase technology.

Who is storing files electronically?

Accounting, Admissions, Bursar, Career Services, Certification, College of Graduate and Professional Studies,

Financial Aid, Grant Office, Nursing Academic Department, Payroll, Purchasing, Registrar

FAQs

 

How do I request new OnBase users for my office/department?

Contact the Help Desk and they will create a work ticket for our OnBase Support staff.  Please view our
OnBase Demo
to get a quick glimpse.

How do  I e-mail a document(s) from OnBase?

You can either send a document as an attachment (less secure) or embed a Unity link
 in the email message (most secure and optimal choice).   If you are a Mac user and don't have access to Unity, you can embed a link
in the email message.  

What is the difference between OnBase Unity and OnBase Web?

OnBase Unity can seamlessly interact with applications on your PC like Outlook and Banner INB; it can only be accessed while you are on campus or logged into Millersville's network.

OnBase can be accessed anywhere that there is a (secure) internet connection; it is Browser but not Platform specific.

I am a Mac User, how do I access OnBase?

If you are a Mac User you will need to access OnBase using the Web client. 

I am off campus, how do I access OnBase?

If you are Off Campus you will need to access OnBase using the Web client. 

Which Browsers are supported?

Internet Explorer (7,8,9,10) and Firefox 17 ESR are the only two browsers supported by the OnBase Web application. If you are a Mac user, please contact the Help Desk (717) 871-7777 for assistance installing Firefox 17 ESR. 

I have an iPad, how to I connect to OnBase?

OnBase can be installed on your iPad! Simply go to the App Store, download "OnBase Mobile" and follow the simple ipad install instructions.

Your iPad will need to have OS 5.0 or later, and its recommended you create a Pass Code to keep OnBase information secure.

I walked away from my computer and OnBase made me log in again.

If you are not actively using OnBase for more than 30 minutes, OnBase will prompt you to continue using OnBase.  If you do not answer the prompt, OnBase will automatically log you off.  This feature is for added security.

What mobile devices (tablets, phones) are supported?

 Currently the iPad is the only mobile device directly supported by Millersville's OnBase application. If you want other devices supported, contact the Help Desk (X2371) and submit your request.  The more OnBase users that request it the more likely it will be worth Millersville's investment. 

I want to hide sensitive data on the document.  How do I permanently erase that information? 

You are able to permanently block out areas of a document so that sensitive data is not visible to other OnBase users. Please click here
for detailed redaction instructions. 

I want to alter some of the data on an image.  How do I annotate a document in Unity? 

You can annotate by clicking "Draw Text" button. 

I am working in Banner INB, may I quickly pull up the student's documents from Banner? 

Yes! When you have the student's M# highlighted, you can hold the Control Button down and then Left Click with your mouse; all the student's documents in OnBase which you have access to will be displayed. Click here
for detailed instructions.

I want to reorder pages, delete pages, append pages, split a document?

This can be done in Unity using Page Edit mode within the Unity Client.

Do I need to print and then scan a document to store it in OnBase?  

No, there is not need to print and then scan your document. You can print directly into OnBase from any application (Adobe, Word, Excel, Web) direct into OnBase using Hyland's Virtual Print Driver

How do I print documents from OnBase? 

Hopefully there is no need to print and you can opt to email a link or attachment.  However, if it is necessary, simply click on "Send To" and you will find the option for printing.

How do I quickly access documents?

Custom Queries are predetermined report of document types.

How do I administer user groups in Unity?

You are able to easily administer user groups by clicking on the green "O" in top left corner. Click  here 
 for all of the steps. 

How do I change my start up screen on the OnBase Thick Client?

Follow these three easy steps.

Once we archive our paper documents electronically, when should our office destroy our paper documents?

Information Technology recommends that you do not immediately destroy your documents.  Your office must retain the documents for a minimum of one week.
This will provide Information Technology time to secure an off-site backup of your documents.  It is important that you verify with your attorneys and auditors for guidelines of destroying paper documents.  

Some paper documents might require a longer retention than the one week minimum.



How do I access Onbase.... 


Search OnBase Wiki


Millersville Technical Assistance Center (Help Desk)


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