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2. Import a document into OnBase using Browse functionor Drag and Drop file

a. Browse function allows user to browse out to a file on your computer.

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Please ensure that file being added is a supported file type by OnBase. Most common files are TIFF's, PDF's and images(JPG, BMP, PNG).

b. Select appropriate indexing option (if Browse function is grayed out, activate it by selecting Document Type Group and Document Type in the Import Layout pane).

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3. Click on Browse or Drag and Drop documentin the Preview/Document Viewer panel to attach file.

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b. Double click a keyword field label to add another instance of that keyword value(e.g.. Program Plan).

c. Click Import when done.

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Working Documents Types

Imported documents will open in a window. Each document type(pdf's, image etc...) will have a specific menu or tools tailored to the document type.

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