OnBase Document Management System Quick Reference Guide

This guide provides concise instructions for using the 'Split Document' feature in OnBase, an essential function when documents are scanned incorrectly. Learn step-by-step how to separate pages, reorder, delete, copy, and reindex parts of your documents to ensure accurate organization and retrieval within the OnBase system.

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OnBase Split Document Quick Reference Guide | AI Chat & PDF | Manualzz

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Key features

  • Easily split incorrectly scanned documents

  • Undo document splitting with a single click

  • Reindex split documents with new keywords

  • Reorder and delete individual pages

  • Copy and rotate document pages

  • Retain original keywords if not reindexed

Frequently asked questions

To split a document, open it, go to the 'Image' tab, click 'Split Document', then hover your mouse between the pages where you want to split and click the scissor icon.

Yes, to undo a split, go to the original document and hover over the last page until a paper clip image appears. Click the paperclip to append the pages back to the original document.

Keywords from the original document will be retained for the newly split documents. However, you have the option to reindex them with new document types or keywords if desired.

In the 'Document Separation' tab, you can reorder pages by dragging and dropping them, delete pages by double-clicking, copy pages using 'Copy Document', and rotate pages.

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