Adding Document Types to your Personal Page. Hyland 13 OnBase

OnBase 13 User Manual 19

Adding Document Types to your Personal Page

If a user is consistently uploading documents under a specific document type, you are able to set up a personal page tile that contains that preset document type. After doing so, users can easily upload documents by selecting that tile from his or her personal page.

1. Click Upload from the Home tab on the ribbon.

2. Select a Document Type Group and a Document Type.

3. Click the Home tab on the ribbon. Click the arrow below Personal Page.

4. From the drop down menu, click Add this layout to my personal page.

5. The layout will now be available in your personal page and will redirect to the Upload screen for that particular document type when clicked.

Creating Personal Page Tiles with Custom Queries

If you are consistently searching for the same student using the Student Documents Custom Query, you can save the results from that Custom Query as a tile in your personal page. To do so:

1. Click Custom Queries from the Home tab on the ribbon.

2. From the Query navigation pane, click Student Documents.

3. Enter a user’s Datatel Person ID in the corresponding field and select Submit.

4. Once the results are displayed on the screen, click the Send current custom query search results

to personal page option.

5. Enter a description for the custom query. This description will be the name for the custom query tile. Click OK.

6. The custom query tile will be added to your personal page.

Adding Forms to Personal Pages

1. Select Forms from the Home tab on the ribbon.

2. In the Forms navigation pane, select the AD UG App Withdrawal Form (or another appropriate form you frequently use).

3. Click the Home tab on the ribbon. Click the arrow below Personal Page.