OnBase Document Management

Use this category for any issues or requests related to OnBase, EFSC’s enterprise document management system used for scanning, storing, indexing, and retrieving digital records across departments.

Examples of Appropriate Tickets:

  • 🔐 User access requests for OnBase (new access, role changes, or permissions updates).  
  • 🖨️ Scanning issues, such as errors during document capture or problems with scanner integration
  • 🗂️ Requests to create or modify indexing categories for organizing documents
  • 📄 Problems retrieving or viewing stored documents
  • 🔄 Issues with document workflow, routing, or approval processes
  • 🧭 Questions about document search, metadata, or folder structure

📄 When submitting a ticket, please include:

  • 👤 Your EFSC username and department
  • 📝 Brief description of the issue or request
  • 🖥️ Workstation or scanner model (if applicable)
  • 📷 Screenshot of any error messages
  • 🔍 Name or type of document involved (if relevant)