Uploading Documents into OnBase

  1. Launch the OnBase Unity Client.
     
  2. In OnBase, select Upload which will be in the ribbon near the top of the page.
    Upload icon highlighted in the menu bar at the top
  3. Select the browse option in the top left hand corner and browse out to the file that you would like to upload. 
    * The upload function only allows one document to be uploaded at a time.
     
  4. Once the document is browsed out to and selected, it will then appear in the main part of the page.
     
  5. In the panel to the left, you will select what Document Type Group this document belongs to, what Document Type (folder) it will be stored in, and what File Type. 
    *Note: for file type, you will almost always select image file format.
    ocument Type Group, Document Type (folder), and File Type selection boxes showing at the top
  6. Once document type group and document type is specified, a list of keyword values will be available.
     
  7. Enter in the keyword values that will be attached to this document and when finished, click Upload, and you are done.

 

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