Document Management
Document Types organize enterprise content while Keyword Types provide searchable business metadata, validation and indexing.
Document Types + KeywordsProcess Automation
Workflow lifecycles, queues, rules, timers, notifications and user tasks model document-driven business processes.
Workflow + QueuesCase Management
WorkView models business objects, relationships, filters, views, actions and case-centric application experiences.
WorkViewDocument Types
Classification, indexing, retrieval and lifecycle controls.
Keywords
Metadata structures, validation, lookup and search.
Workflow
Lifecycles, rules, actions, timers and automation.
WorkView
Business objects, filters, views and case applications.
Queues
Workflow queue routing, ownership, priority, aging, user interaction and SLA visibility.
Records
Declaration, governance, holds and disposition controls.
Retention
Time- or event-based retention, holds, eligibility review and controlled disposition.
Capture / Imaging
Scan, import, classify, index, validate and commit documents into OnBase.
Integration
APIs, Unity integrations and line-of-business connectivity.
Administration
Users, groups, rights, configuration and monitoring.
AP Invoice
Invoice Number · Vendor ID · PO Number · Invoice Date · Amount
AccountingEmployee Record
Employee ID · Last Name · Department · Record Date
Human ResourcesContract
Contract ID · Party · Effective Date · Expiration Date · Status
LegalCore Identifiers
Customer ID · Employee ID · Invoice Number · Contract ID · Case Number
Dates / Status
Document Date · Effective Date · Expiration Date · Status · Department
Validation
Required values, masks, dropdown lists, lookup tables and controlled entry patterns.
Rules
Evaluate Keyword Values, dates, document state, user context, related documents and WorkView objects.
Actions
Route work, update Keyword Values, create tasks, send notifications, execute integrations, invoke Unity/API actions and transition queues.
Timers
Escalation, aging, SLA checks and scheduled automation.
Classes
Customer · Case · Vendor · Contract · Asset · Request
Attributes
Business data fields, relationships, calculated values and supporting metadata.
Views / Filters
Role-based object views, saved filters, queues, related items and dashboards.
Actions
Create, update, route, validate, attach documents and launch workflow actions.
| Queue | Open | SLA Risk | Oldest | Status |
|---|---|---|---|---|
| Invoice Review | 42 | 3 | 18h | Healthy |
| Manager Approval | 67 | 8 | 27h | Watch |
| Exception Handling | 7 | 2 | 31h | Watch |
| Records Review | 30 | 1 | 12h | Healthy |
Declaration
Promote governed content to record status based on business rules and document lifecycle.
File Plan
Record series, categories, disposition instructions and responsible business owners.
Holds
Prevent destruction while legal, audit or business preservation requirements remain active.
Retention Plans
Time-based and event-based rules aligned to document type, record series or business event.
Legal Holds
Pause disposition for selected records, cases or categories.
Disposition
Authorized review, approval, audit trace and controlled destruction.
Unity API
Programmatic access to content, keywords, workflow and application functions.
Enterprise Integration
Connect ERP, CRM, HR, finance, healthcare and custom line-of-business applications.
Capture / Import
Scanner, watched-folder, email, file import and data-driven ingestion patterns.
Output / Export
Controlled delivery, document export, data exchange and downstream process integration.
Users / Groups
Identity, user groups, privileges, rights and least-privilege administration.
Configuration
Document Types, Keyword Types, disk groups, queues, lifecycle settings and module configuration.
Monitoring
Service health, logs, processing queues, scheduled work and operational exceptions.
Change Control
Configuration promotion, testing, rollback planning and controlled production release.
Disk Groups
Logical storage assignment for document content, renditions and related objects.
Primary / Secondary Copies
Managed storage patterns for resilience, recovery and lifecycle controls.
Archive Tiers
Policy-driven movement of inactive or retained content to appropriate storage tiers.
User Rights
Document Type, workflow, WorkView, administrative and module-specific privileges.
Security Keywords
Metadata-sensitive access restrictions for selected document and business-object scenarios.
Audit Trail
Track access, changes, workflow actions, administrative activity and disposition events.
Incident Intake
Record the OnBase module, Foundation version/build, database platform/version, workstation or server operating system, related application version, exact error text, screenshots, reproduction steps, timestamps, affected users and business impact.
MODULEVERSION / BUILDDATABASEOSERROR / SCREENSHOTIsolation & Evidence
Separate client, Application Server, database, Disk Group/storage, Workflow, WorkView, capture, integration and authentication symptoms. Preserve logs, configuration state, recent change history and exact reproduction steps before changing the environment.
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Technical Support: +1 440-788-5600
General: +1 440-788-5000
OnBase information email: ContactUs@OnBase.com
Support Portal: support.hyland.com
Official OnBase Resources
OnBase Documentation
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