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OnBase

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OnBase is an enterprise content management system purchased by the campus for managing content and processes. Documents typically stored in OnBase contain Level 1 confidential data and may require an automated workflow for eSignature approvals and review.

The main functions of OnBase include:

  • Scanning and indexing documents
  • Bulk uploading of documents
  • Archiving
  • Search and retrieval
  • Business process forms and workflow
  • Integrating with external systems
  • Providing an audit trail

Content is securely stored and available to campus employees who have completed an access request form. 

Getting Started

For information or a consultation on how to best utilize OnBase in your campus area, email . An OnBase professional will arrange a meeting with you to discuss your needs. 

Requesting Access

As each department becomes an OnBase user, the document owners determine who should have access. User accounts are created during implementation. After the initial implementation, access requests are made to the document owner. If the document owner approves the request, the document owner can request that an account be created.  

To request OnBase access:

  1. Review the OnBase Access Request Form Procedures (.pdf) 
  2. Complete the OnBase Access Request Form.  

 

Supported Browsers

Supported Browsers and Versions for OnBase 16 (Last Update: 04/26/2018)
BrowserSupported VersionsMAC OS
Windows  
Internet Explorer6, 7, 8, 9, 10, 11 (with Active X) 
Firefox (ESR)10, 17, 24, 31, 38, 52 
Firefox 3.6x, 4-10, 52 
Chrome49, 57, 10+ 
MAC  
Firefox (ESR)17, 24, 31, 38, 52 
Firefox52 
Chrome 49, 58.0.3029.81 
Safari5.1.9+, 6.0.4+, 6.1, 7.0, 6.2, 7.1, 8.0, 9.1On Mac OS X

External OnBase Training Resources

An enterprise training package that contains online videos and other resources is available for access by CSUN employees.  In order to access the videos you must first create an account.

To create an account:

  1. Visit the Hyland website
  2. Select the Sign up now link; follow the directions. Please be aware it may take up to 2 business days for Hyland to review and approve your request.
  3. Use your @csun.edu email address as your username.
  4. Enter a password. Do not use the same password as your University accounts.
  5. Choose End User as your employee role

*Access to the training materials through OnBase takes about 48 hours

Login to the training site:

  1. Once you have an account; Go to the OnBase Training webpage
  2. Select the LOG IN button in the upper right-hand corner.
  3. Enter your CSUN email account and the new password you created for the account.
  4. Select the LOG IN button.
  5. Select the Premium tab at the top of the page to view a list of available training videos.

Training Resources

OnBase - Getting documents into OnBase by Carleton College (webpage)

How to Turn on Batch Scanning for the Unity Client (.pdf) 

Unity 15 Quick Reference Guide (,pdf) (Must be a CSUN employee to access this file)

Unity Client Keyboard Shortcuts (.pdf) (Must be a CSUN employee to access this file)

FAQs

How is OnBase accessed?

Once your account is established, most users on campus will use the OnBase client. Contact your college's technical support area for installation and configuration. 

I want to scan documents, what do I need?

  • First, contact your college's technical support area for installation and configuration. 
  • You will need a scanner with the appropriate drivers or a networked copier that can scan. Work with your college's technical support area to determine what equipment is best for your situation. 

Need Help?

For technical questions, contact the local technical support area for your department or college.