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Accessing OnBase workflow for Fund Agreements - New Agreements
- You will receive an email notification regarding a new Fund Agreement
- 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 to show all of your Fund queues
- Highlight any queues that you would like to review
- Individual documents will show in a list in the OnBase "InBox"
- Selecting an individual document will show you the document below in the "Primary Viewer"
- Right-click on any document and choose "Keywords" to see keywords associated to that particular document
- When done reviewing documents in this view, find and click the "Close This Layout" button near the top in the ribbon menu
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