OnBase

OnBase is an enterprise document management system for capturing, managing, and archiving documents online. This system is primarily used for the management of important enrollment documents.


Support Policy

MET IT is responsible for the following:

  • Installation of the required OnBase Client for BU-provisioned devices
  • Basic troubleshooting of OnBase Client
  • Access control to the OnBase Sweep Folder

Access requires a user login set up inside of OnBase itself. To gain this access, please speak with Chris Krause (cmkrause@bu.edu).

When requesting access, make sure to include the following:

  1. Full User Name
  2. BU Alias (BU email account)
  3. Indicate if the new user should have rights similar to an existing user, or indicate the work responsibilities of the new user
  4. Indicate if the new user should replace an existing user

Resources


OnBase Client Capabilities

Based on the role of the user, a different OnBase Client will be installed. At MET, two particular clients are used regularly: Outlook Client and Unity Client.

The table below explains the capabilities of these two clients.

Feature Outlook Client Unity Client
Platform Outlook 365 or Outlook 2019 Windows Desktop Application
Document Retrieval Yes Yes
View Folders No Yes
Custom Query Yes Yes
Import Electronic Documents Yes Yes
Direct Email Import Yes No
Scan Paper No Yes
Sweep Files No Yes
Document Separation No Yes
Perform Redaction Yes Yes
Notes Yes Yes