City of Bowling Green, Kentucky

Welcome to the OnBase training page! On this page you will find a wide variety of documentation for using the OnBase software.

• Logging In and Personal Page
  This guide explains how to log into OnBase through the Unity Client or Web Client and how to use your Personal Page. It also describes how to customize tiles and create shortcuts to frequently used items.
• Document Retrieval
  This document shows how to search for and retrieve files using document types, keywords, date ranges, or full-text search. It also covers sorting, filtering, and safely opening documents in the viewer or native applications.
• Create and Import Documents
  This guide explains how to create new documents and save them directly into OnBase, as well as how to import existing files, emails, and attachments. It includes instructions for choosing document types, setting dates, and entering required keywords.
• Editing Documents
  This document outlines how to edit previously stored files and how OnBase creates new revisions for supported file types. It also covers checking documents out and in, deleting items, and re-indexing while highlighting important precautions.
• Forms and Workflow
  This guide shows how to find, complete, and submit forms, then route them for required approvals. It also explains how to use the Workflow tab to view assigned items and take actions like approving or denying.
• Sharing Documents
  This document explains how to share items stored in OnBase with other users or departments. It also covers setting access permissions to ensure the correct people can view or edit shared documents.