Opening OnBase Mobile Access for iPad - Mobile Access for iPad (Legacy) - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Mobile Access for iPad (Legacy)

Platform
OnBase
Product
Mobile Access for iPad (Legacy)
Release
Foundation 22.1
License
Standard
Essential
Premier

To open OnBase Mobile Access for iPad from the Home screen:

  1. Tap the OnBase icon.
  2. The login screen is displayed.
  3. If necessary, tap the following button to adjust your connection settings:

    See Settings for more information.

  4. Type your OnBase User Name and Password.
    Note:

    If your Mobile Applications Broker Server is configured to use multiple domains, you must specify a domain in front of your user name. The domain and user name are separated by a backslash, e.g., domain.net\username. If you have questions, please contact your system administrator.

    Depending on your configuration settings, you may be required to register your device before you are able to log on to OnBase. See Device Registration for more information.

  5. Tap the following button to log on to OnBase:
  6. The launcher screen is displayed. The following buttons may be available, based on your user privileges and configuration.

    Button

    Description

    Tap Custom Queries to search for documents using a Custom Query.

    See Custom Queries for more information.

    Tap Workflow to open OnBase Workflow.

    See Workflow for more information.

    Note:

    If no Workflow task lists are configured with the Available for Mobile Devices option selected, then no queues will be displayed.

    Tap Business Activity Monitoring to open the Business Activity Monitoring interface.

    See Business Activity Monitoring for more information.

    Note:

    You must be licensed for Business Activity Monitoring. In addition, portlets will only be available if they are configured and have rights to them.

    Tap New Form to open the New Form screen and create a new form.

    See Creating a New E-Form and Creating a New Unity Form for more information.

    Tap Upload to open the Upload screen.

    See Upload for more information.

    Tap Offline to access Offline documents. See Offline Documents for more information.

    Tap to log off of OnBase.