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Opening the web client
Open Internet Explorer.
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Note OnBase works best with Internet Explorer. If you experience issues submitting forms, try using RemoteApp for Enterprise Applications. For instructions, see Use RemoteApp with Windows or Use RemoteApp with macOS. |
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- If you are using a computer that is off-campus, you will be asked to click the Confirm security exception button. (Your web browser will only have you do this the first time you log in.)
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Searching for documents
- Select Document Retrieval.
- Select Custom Queries.
Note: Custom Queries are a feature of OnBase that allow you to easily search for documents across various document type groups based on a common keyword.
- Select the Custom Query you want to run.
- Fill out the required fields (such as date range or PSU ID number) and press the Search button below.
Opening documents
If your query contains documents they will be listed in the top right side of the screen.
- Locate the document you want to view.
- Double click the document to open it.
Further resources
Contact oit-imaging@pdx.edu for additional assistance.
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