Webinar: OnBase Forms Solutions

OnBase by Hyland offers a number of Forms Automation solutions, including Unity Forms, Image Forms, and HTML Forms. Learn the difference between each and determine which forms best meet your needs.

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Cailen Myers:
Hello, everyone. Thank you for joining the OnBase Form Solution webinar. I just want to start with a few housekeeping items before we get started. All our webinars are recorded and are made available on our website. All lines will be muted because we are recording this.

So, if you have any questions, please post them in the GoToWebinar question panel and I will definitely get to those at the end of the webinar for you. So today, we’re going to talk a little bit about some form options available in OnBase Unity Forms, Image Forms and the HTML forms.

We currently have a 2020 OnBase webinar series. We started in the beginning of the year. So, we have a couple upcoming webinars left, one for OnBase in the HR environment and then OnBase case studies and success stories. So, if you’ve not already done, so please sign up for any of the upcoming webinars.

Or of course, you are welcome to watch any of the webinars we’ve already done for the year at our website. If you’d like to see any additional webinars, please feel free to reach out to us and let us know and we’d be happy to set those up. And just a little bit about myself.

So, if you have not been following our webinar series, my name is Cailen Myers, I am a senior consultant for RPI. I have over 10 years’ experience with OnBase designing, implementing, supporting, upgrading, you name it, I think I pretty much have done it.

I do specialize in healthcare. And then, also the integrations with EMR and ERP systems. I do have quite a few OnBase and EPIC certifications. And on a more personal note, I am a mom to three Siberian huskies, one of them being a puppy, so she takes up a lot of my time and energy.

But when I do have extra time left, I do enjoy baking and scrapbooking. So, I think that’s enough about me. Let’s go ahead and get started. So today, like I discussed, I would like to talk about our HTML Forms, Unity Forms, Image Forms, and then we’ll just have a little bit of an overview and open it up for any questions that you may have.

I would like you to know that all our webinars are not produced nor endorsed by Hyland. This information that we’re sharing today is current as of April of 2020. And then, the advice and the content contained within the webinars is for educational purposes and based solely on the experience of the RPI consultants.

So, let’s go ahead and get started talking about HTML E-Forms. So, in order to use the HTML E-Forms in OnBase, you would need an E-Forms license. You would have to create the HTML forms externally outside of OnBase. Of course, you would need some type of OnBase client to access these forms.

And then, in the configuration rates, you would need the HTML Forms product rights. The E-Form module gives users the ability to complete and submit HTML based E-Forms into OnBase, I’m sorry, into the OnBase document repository. When the form is submitted, OnBase automatically indexes the document by pulling keyword values from the E-Form keyword fields.

Because these documents are created OnBase, E-Forms of course will help reduce the paper usage associated with scanning and importing the paper-based forms. So, there are really four steps to creating an E-Form. Of course, it takes a little while to two.

But when creating an E-Form, you would create the HTML form again with an external editor. Then from the clients, you would import the HTML form into the SYS HTML Forms document type. So, you would need access to that document type.

Then you create a new document type or you can use an existing document type that has a default file format of electronic form. And then, the last step is to configure the form as an E-Form for the document type. Just a couple limitations when configuring the E-Forms.

To ensure proper encoding, map all keywords associated with an E-Forms document type on the E-Form template. These mappings can be head and keywords if you do not want all of them all the keywords to display on E-Form. If the HTML form is a Unicode, HTML form ensure that the form is i