PPT-OnBase Client for Department Admins

Author : debby-jeon | Published Date : 2018-12-17

June 2015 Version 13 Contents Overview e Forms Administrator Access System Requirements Starting Unity Via Unity Via Citrix First Run Make this Change Submit an

Presentation Embed Code

Download Presentation

Download Presentation The PPT/PDF document "OnBase Client for Department Admins" is the property of its rightful owner. Permission is granted to download and print the materials on this website for personal, non-commercial use only, and to display it on your personal computer provided you do not modify the materials and that you retain all copyright notices contained in the materials. By downloading content from our website, you accept the terms of this agreement.

OnBase Client for Department Admins: Transcript

June 2015 Version 13 Contents Overview e Forms Administrator Access System Requirements Starting Unity Via Unity Via Citrix First Run Make this Change Submit an eForm Workflow View. OnBase is built for the future You can be confident that the decision you make today is also the right decision for tomorrow Learn more at OnBasecom OnBase empowers you to innovate in your industry You need to stay competitive in your industry OnBas Brent Kubik, Senior Account Executive. Paul Miller, ECM Services Senior Engineer. Agenda. Goal: Move to Front-End Capture & Workflow. Keep it Simple – Automate Incrementally. AP Workflow Solution Overview. Blaine Smith – bsmith1@emporia.edu. Patty Delmott – pdelmott@emporia.edu. OnBase Approvals – Easy as 1-2-3!. OnBase AP Approvals. 1. ). 2). 3). Accessing OnBase. Approving Documents. Document Retrieval. Instructions. December 2014. E-forms and Workflow. A new system is being rolled out that replaces paper forms or email requests for financial transactions processed by Finance Centers. . The on-line form was developed using OnBase. OnBase is also used as the campus Records Management system and is now in use in several other offices. . Greg Wheeler – Team Lead Customer Care . Kevin Perron – . ECM . Services Project Manager/Business Analyst. Introductions. Greg Wheeler – Team Lead of Technical Support. Kevin Perron – Project Manager. OnBase Mail Integrations . Agenda. Integration for Microsoft Outlook. Mailbox Importer. Outlook Integration. Bring ECM to the Inbox.. Outlook is the OnBase client interface.. V. 4th. OnBase Client. Web Client. . Infoshare. 11/24/2014. Agenda. What is . OnBase. ?. OnBase. at IU – Past, Present and Future. IU’s Electronic Document Management Strategy. Example use cases. New Products. Demo . What should you do if you are interested in . For the Department Administrators. January 2015. Why OnBase. As someone in an OnBase Department Administrator role you have the ability to look at all requests that are made within Orgs and Awards that you have access to see.. For the Department Administrators. January 2015. Why OnBase. As someone in an OnBase Department Administrator role you have the ability to look at all requests that are made within Orgs and Awards that you have access to see.. Course Evaluation Information Session. Oct 2014. Jean Gomes, . Office of Institutional Analysis. General Faculties Council (GFC). VP Planning and Resource Allocation. Academic Programs, Departments and Faculties. Patty Delmott – pdelmott@emporia.edu. OnBase Approvals – Easy as 1-2-3!. OnBase AP Approvals. 1. ). 2). 3). Accessing OnBase. Approving Documents. Document Retrieval. Additional Info. IE Settings / . Workflows. Jackie Semana, Assistant Registrar. Marquis Lee, Office Manager. Amber Gomez, Academic Advisor. Agenda. The Dilemma. The Solution. Questions. Campus Profile. Nevada State College (est. 2002). Patty Delmott – pdelmott@emporia.edu. OnBase Approvals – Easy as 1-2-3!. OnBase AP Approvals. 1. ). 2). 3). Accessing OnBase. Approving Documents. Document Retrieval. Additional Info. IE Settings / . CUSTOMERUniversity of Notre DameSIZE11,931 students1430 full-time facultyLOCATIONNotre Dame, IndianaDEPARTMENTS USING ONBASEUndergraduate Admissions Financial AidGraduate SchoolFacilities, Design & Op

Download Document

Here is the link to download the presentation.
"OnBase Client for Department Admins"The content belongs to its owner. You may download and print it for personal use, without modification, and keep all copyright notices. By downloading, you agree to these terms.