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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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.