OnBase Web Client

1, Copy and paste the web link into a browser https://tcc.onbaseonline.com/TCC/1700LDAP

2. Enter your Onbase username (the first part of your TCC email address; the part before the @) and password

NOTE: Username is capitalized by default. Password is case sensitive

3. Web Client

4. Click the Menu to expand the Documents pane.

5. Document Overview (Scroll bars and adjustable pane)

6. Document Retrieval

  • From the Document Types list, select the Document Types to be included in your search.

           Note: When a Document Type is selected the Keyword Types pane is displayed.

  • Enter the Keyword values for each criteria.
  • Press the enter key or click Search

  • You can select a Document Type by typing the name of the Document Type on the document type search line
  • To select multiple Document Types, press Shift or Ctrl as you click.
  • If you enter only a From date, all documents from that date forward will be found. If you enter only a To date, all documents from that date backward will be found. If you enter a From and a To date, all documents within the date range will be found.

7. When the Document Viewer pane is expanded, Select a Document and double click to open.

8. Conducting a Custom Query

  • Select Custom Queries - All available Custom Queries will display
  • Enter the Keyword values for search criteria

9. Select the Search

Details

Article ID: 105323
Created
Tue 4/14/20 5:16 PM
Modified
Tue 2/6/24 8:16 AM