OnBase Client User Manual Quick Guide for
Contents
1. OnBase Client User Manual Quick Guide OnBase Client User Manual Quick Guide for Experienced Users FINAL OnBase Client User Manual Quick Guide 10 18 2004 Table of Contents T VOUC O a E E EET E EE A A Eee I LOLO REGERER TERRE RENNEN ER FY FE YO FFON RF EEN EEN NF EFO RP OFF FR FO A FO AF EC FFYNNU 2 This Is The Way It Used To Work uusssssseeessesssssssssssnnnnnnnnnnnnnnnnnnnnnnnnnnnnennnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnenneen 2 This Is How It Works NOW c ccccccccccccceccecceccecceccecceccucceccuccuccecceccecsucceccsccecsecsecceccecsscsuceseuscascaseaecaseascass 3 D c ument UL LL a e i E2 RY EOFN ERFYN CYFF Y AFF HY AFF FYR 4 ERSTAT Ba N ad eF OY ee RY FFEF NT FF ar AN RF FFY 4 This Is How It Works Now cccccccccceccecceccecceccecceccuccuccecceccuccecceccuccecceccucceececsscceccecsecsscssceucascascaseascascass 5 VUCW UME Na A RY YU NE FERF FF FFEFRYN FFO FFF FRY HF EFE FYD FI DEFN ENG 6 This Is How It Used To Wortk eeeuu eu ILL LLI LL LLCC GG LG FL FFF FF LL 6 This Is How It Works Now ccccccccccccceccecceccecceccecceccuccecceccuccecceccecceccaccucceceecssccecssstsceucesceucascascaecaseaecass 8 DTU UI DOC DS yii FN ASD EWAN YS EE YAA DU NAY 10 This Is How It Used To Wortrk eeeeuu ILL LL LL LL LL LL FF FF FF FIL I I LL 10 This Is How It Works NOW ccccccccccccccccecceccecceccucceccuccecceccuccecceccecsuccaccecceccecusceecseceussessscuecaucscaucaseusss 11 Adjus2. gs System Docu Document Search Results n x Drawings Contract amp BITTER R C 00 002 R167 MP T 7 23 7 23 515 ST 1 D 4 ME a 4 E 77 oo a Un PT u HE oy F i n Mn 7 October 20C September August 200 OnBase Client User Manual Quick Guide This Is How It Works Now 001010010101101000101010101001 01011100 DOCUMENT WORKFLOW Right OF Wray Drawings October 2004 September 2004 Contract Number 00 002 R167 A nn i pom ji aa Ja a Wal ii C 00 002 R167 MP T 7 23 7 23 214 51 26 D FID C 00 002 A167 MP T 7 23 7 23 55 45 ST 26 CFO C 00 002 R1697 MP T 7 23 7 23 22 ST 2G D FID C 00 002 A167 MP T 7 23 7 23 S 22 57 26 BHO mm SS y y m Ii 2S 2 SOE 25 i i k p Previous Results G 4 Double click on the Document in the Documents pane OnBase Client User Manual Quick Guide Printing Documents This Is How It Used To Work Select Print under the File Menu Select Print Queue and printing options Click Print button OnBase Client User Manual Quick Guide Print Ed VENA E 7 Continuous avy Print All Revisions Ii Print Curent Sey Sot 10 OnBase Client User Manual Quick Guide This Is How It Works Now Properties Status Ready Type HF LaserJet 5000 Seres PS Wher 10 16 60 101 Comment Print to file Copies Number of copies Pages from i im pl nee Cancel Select printer Cl
3. ick OK button 11 E OnBase Client User Manual Quick Guide Adjusting The OnBase Web Client Window The OnBase web client window size is based upon your computer s resolution setting You can change the size of the panes in the web client by moving the dividing bars Follow these steps if your web client needs to be resized like the image below 011010001010101010010 101111 111010010100101011010001010101010010101110011 01 010 TT iS In 01001010111 i ae DOCUMENT WORKFLOW USER ADMIN Document Types Document Tyoe Grouos al gt ET gt October 2004 September 2004 August 2004 July 2004 June 2004 May 2004 April 2004 March 2004 hs From 17 gt to fi sl search ERdclear all clear keywords text Search Note se Move your cursor over the bar until it becomes a double ended arrow as below Click and hold the left mouse button Drag the bar to the desired location Only the horizontal bar and the vertical bar between Document Type Groups and Document Types can be moved 010100110100101001 01011010001 01010101001 010111 001101 01001000 DD nm1101000 OT oT OT J Ii HE tot tte DOCUMENT WORKFLOW USER ADMIN Document Types Document Toe Groups Sl gt E October 2004 September 2004 Sugust 2004 July 2004 June 2004 May 2004 April 2004 E March 2004 mal From 7 J Te fi s Bl search Ei AM le Ju hae n
4. ote Search History BP Done J Local intranet 12
5. ting The OnBase Web Client Window sias sinn SARA NORUC GAA FAAN GANN GU NO GAEAU FANNO SAY GAA NANNAU A 12 Lu a TURN B PIKE OnBase Client User Manual Quick Guide Introduction OnBase users will now be able to access documents via a Web Client The new Web Client does not require software to be loaded onto the user s machine With appropriate security clearance any user within the PTC Network can view OnBase documents This quick guide highlights the functional differences between the old OnBase Thick Client and the new OnBase Web Client OnBase Client User Manual Quick Guide Logon This Is The Way It Used To Work Click on the On Base shortcut on the desktop or Citrix OnBase Logon Enter the On Base username and password Click the OK button E OnBase Client User Manual Quick Guide This Is How It Works Now Open The PTC Intranet Click on the shortcut in PTC Web Applications to On Base 1001010010101101000101010101001010111001 100 001010111 E Domain fo UserName Password Jo Enter the Domain PTC LOCAL Enter your Windows user name and password Click the Login button security Warning The first time you login to the OnBase Web Client you may receive a Security Warning This warning is caused by the active X controls required by the Web Client Click the checkbox beside Always trust content from Hyland Software Inc If you do not click this checkbox you will receive this warning ever
6. window Click on the Document Type in the Document Types window Enter the dates in the From To textboxes or select desired months if necessary Enter the Keyword Information if necessary Click Search OnBase Client User Manual Quick Guide Viewing Documents This Is How It Used To Work _ OnBase Client a L _ z J ke FT m i E Lal ean THES cy i Fi ree ed Th 4 1 r f Piece eaacraon E Engineering Documents Engineering Drawings Onbase Guides Right OF Way Drawings Engineering Drawings Contract Gy C 00 002 F167 MP T 7 23 7 23 Eb C 00 002R167 MP T 7 23 7 23 Eb C 00 002R167 MP T 7 23 7 23 SH 5 ST 14 D STA 0 G C 00 002R167 MP T 7 23 7 23 SKE ST 4a D PTS 2 Gh C 00 002R167 MP T 7 23 7 23 SET ST 2G D FID Eb C 00 002R167 MP T 7 23 7 23 S 2 ST 2G D FID Eb C 00 002R167 MP T 7 23 7 23 St ST 2G D FID Gh C 00 002R167 MP T 7 23 7 23 S 14 ST 2G D FID Cb C 00 002R167 MP T 7 23 7 23 SE 16 ST 2G D FID G C 00 002R167 MP T 7 23 7 23 S 5 ST 1A D TYPIC Gh C 00 002R167 MP T 7 23 7 23 SH ST 1 amp D TEMP Double click on the Document in the right pane to view OnBase Client User Manual Quick Guide m OnBase Client 5 x File Document User Processing Admin Window Help sr Document Retrieval x Document Type Groups Document Types Engineering Documents Unbase Guides Engineering Drawings Right OF ay Drawin
7. y time you use the OnBase Web Client Click the Yes button to continue OnBase Client User Manual Quick Guide Document Retrieval Query This Is The Way It Used To Work _ ni x a ra 4 Hi in _ File Document User Processing Admin Window Help Aa Bere ER CUS Seelen Ed Black Redaction Document Types Document Type Groups Unbase Guides Right OF ay Drawings System Documents i E BS Keywords October 2004 Contract Number 00 002 A1 E7 And September 2004 E pu B Route And Start Milepost And From 11 01 2004 To 10 18 2004 End Milepost Ana Fa Test Search Note Search Clear Keywords Clear All Exit Click on the Document Type Group in the Document Type Groups window Click on the Document Type in the Document Types window Enter the dates in the From To textboxes or select desired months if necessary Enter the Keyword Information if necessary Click Find E OnBase Client User Manual Quick Guide This Is How It Works Now 100101001010110100010101010100101011100110101 010I 001010111 DOCUMENT WORKFLOW Right OF Way Drawings October 2004 September 2004 Contract Number U0 002 R167 EL Fa oe eC mo O 10 18 2004 E E If your OnBase Web Client window does not look similar to the image above refer to the Adjusting The OnBase Web Client Window section Click on the Document Type Group in the Document Type Groups
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