You may occasionally need to extract documents out of OnBase for a number of reasons. If you are collaborating with another Carleton individual, it may mean providing that person with access to documents you are working with to avoid needing to extract the document(s) from OnBase. The focus of this article is to familiarize with the process of extracting some documents from OnBase when circumstances require doing so.
Carleton employees need to be familiar with policies in the Campus Handbook such as Data Management and Access Guidelines
- Open OnBase Unity Client
- Use Document Retrieval to obtain the document(s) you would like to extract from OnBase - for example, I want all documents of 'x' document type for the past year.
- With the documents appearing in 'the hit list' you can:
- Choose one document by right clicking on it
- Choose more than one by holding Ctrl and left clicking on the documents you want to extract
- Choose all by left clicking on one document in the list, then press Ctrl + a keys on your keyboard - Note: if there are a large number of documents you are selecting, your screen may pause for a moment, so wait until all docs are highlighted
- Once you've made your selection of one or many documents to extract, right click on one of the highlighted documents and choose Send To > File
- Now you will see a screen similar to the following
- some text
- some text