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The OnBase Fund Agreement Notification Workflow is designed to inform identified campus staff when a new fund agreement is imported into OnBase.
Accessing the OnBase workflow for Fund Agreement Notifications
- Double-click the OnBase Unity client and login using your Carleton network ID and password
- Click the Workflow button on the ribbon menu
- Find the Life Cycle titled "Fund Agreements" and click the arrow on the left side to expand it
- Highlight any queues that you would like to review
- When done reviewing, find and click the "Close This Layout" button near the top in the ribbon menu
