Document Imaging

We provide services to automate back-office functions by managing incoming documents, digitizing, indexing, and routing their information to electronic document management and storage services.

Training Videos

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• OnBase Web Client Training
• OnBase Unity Training

Module Reference Guides

To access these reference guides, you will need to enter your CatID username and passphrase.

• OnBase Unity Client
• OnBase System Administration
• OnBase Document Imaging

OnBase Definitions & Terminology

• OnBase Terminology Defined 
• OnBase Security Defined 

General Quick Reference Guides

• Cross Reference Document Types
• Wildcards and Operators

Unity Client - Quick Reference Guides

• Autofill Keyword Set Warning When Batch Indexing
• Batch Scanning and Indexing
• Batch Status Unknown - Recover Your Batch!
• Copy Pages Between Image Documents
• Creating a New Document from an Existing Document
• Edit Pages of an Imaged Document
• Personal Page
• Removing Document Locks 
• Scan Format Setup
• Split Existing Image Documents

Client Installation Instructions

• Web Client Installation and ActiveX setup
• Unity Client Installation