Uploading Files From Third-Party Applications - 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

You can upload files directly to OnBase from within certain third-party applications by using the application's Share / Export / View / Open With option.

  1. In the third-party application, select or open the file to be uploaded to OnBase.
  2. Select the Share / Export / View / Open With option. The exact option available varies depending on the third-party application.
  3. Select the OnBase icon from the list of available applications.

    The OnBase application is launched automatically. If you are not currently logged on, you are prompted for your credentials. The Document Types pane is displayed.

    The Document Types pane lists the document type groups available for you to upload to. Entering a search term in the Search box will return a list of Document Type Groups and Document Types that contain the search term in their name. Tap the Cancel button to return to the Document Types screen.

  4. Tap a Document Type Group to display a list of Document Types.
  5. Tap a Document Type to upload the file to.
  6. Tap a keyword field to enter a value for the selected keyword. To easily navigate between multiple keyword fields, tap the Previous and Next buttons.
    Invalid keywords will be highlighted in red. Invalid keywords must be corrected before you can continue uploading a file.
  7. When you are finished entering all necessary keywords, tap the Upload button to upload the file to OnBase.
    When the file is finished uploading, a confirmation message is displayed. Tap OK to return to the third-party application.