Do you need access on the go? Which OnBase application should you be using? Watch the demo to learn about OnBase Mobile for tablets.
This is a demo of OnBase Mobile version 18 for iPads. As soon as you log into that OnBase Mobile client you will see a screen here which is labeled documents search. To the left of document search, there are three bars which are your menu button. If we select the menu, you will see an option of document search, workflow, upload and new form. Let’s start with our document search.
Currently, OnBase Mobile has three document types that they’re able to search, an AP invoice search, an HR employee document search and a LG contract search. If I select the AP invoice search, I am then prompted with keywords that I can search on, invoice number, PO number, vendor name, date from and date to. Let’s say I have a PO number of 888. I can select the search button, and then I will see any invoices or documents associated with that keyword. Similar to like you would see in an OnBase client, you’re prompted with a hit list. If you select one of those documents, here it is. It looks like it a is an invoice for First Bank.
Off to the left-hand side I have an icon that looks like three pieces of paper. If I go ahead and select that icon, you will see that these are any documents that I can cross-reference, so I can actually cross-reference this invoice number 3330 for Phone Shack. If I go ahead and select that, I can go ahead and hit the x button on the document window, and now I’m seeing the invoice for the Phone Shack. Again, it’s cross-referenced. I can use my finger to scroll through this invoice on that document, and then I can go back, of course, to the three pieces of paper to see what’s cross-referenced with this document, or I can go to the left here where it has the arrow and says, “Primary,” and that takes me back to my original document I was looking at. If I want to see the keywords on this document, all I have to do is hit this key in the top right-hand corner. Again, I can see all my keywords that are available. I can go ahead and exit out of that.
Next, I can use this note in the top right-hand corner to see if there’s any notes on the document. There currently is not. I could hit the plus sign, and if I had any notes available to this document type, I could go ahead and create a new note, and then I can exit out of that. It’s just your basic document retrieval function that you’re very used to in any other OnBase clients. I’m done looking at this document so I can go ahead and hit the done button in the top left-hand corner. Let’s go ahead and go back to her menu by hitting those three bars in the top left-hand corner and let’s go to workflow.
I’m now able to see multiple life cycles and queues. Again, this is all configured by what you allow the mobile client to see. I’m going to go ahead into my AP invoice approval life cycle and then to my AP review cue. I’m able to see these cues and life cycles, not only because they’re available to mobile device, but also because I have the OnBase security to do so. In the AP review cue, I’m going to go ahead and select, let’s just go with this first invoice here, this non-PO invoice.
Again, I can see the document by using my fingers to scroll through it on the screen. This has very similar functions as the document retrieval, so I can use the key option to see any keywords on this document. I can use what looks like three pieces of paper to see anything that’s cross-referenced. Let’s go ahead and look at this check. Okay, and then again use the primary arrow button to go head back to my original document. Then the last icon that we’re familiar with is this notes icon. Again, there’s no current notes on this document. If I wanted to add one, all I have to do is use the plus sign and, of course, to close out of this just use the exit.
Now you’ll see there’s a new icon at the top right-hand corner, which looks like a circle with a check-mark in a box. If I go ahead and select that, those are actually the tasks assigned to this workflow queue. I’m going to go ahead and use the ad hoc task to send for approval. I am now prompted with a question asking me what department do I want to send this invoice to? It’s defaulting to the operations department, but I can use this drop-down arrow to go ahead and select any other department that I would like to send it to. I’m going to go ahead and send it to our sales department. From here, I can either hit the submit button which will send it to the sales department or the cancel button if I do not want to take any action on this queue. Let’s go ahead and hit submit.