Campus Electronic User guide

 

 
 
Note
This user guide provides instructions for submitting
OnBase Electronic PDF forms 
OnBase Electronic PDF Forms
Submitter User Guide

 

 

Table of Contents

How to get to the OnBase Electronic PDF forms to complete   2

Fresno State Status View Dashboard   3

How to retrieve a copy of the PDF after the email download link has expired   4

How to make a copy of an existing PDF form. 5

 

 

 

 

 

 

 

 

 

 

 

 

 

How to get to the OnBase Electronic PDF forms to complete

  1. Go to My Fresno State Portal and SIGN IN.

a.       Click on the Forms Portfolio tile.

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b.       Click on the Electronic Form that you want to submit.  This will take you directly to the OnBase form you selected.

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  1. Enter all the information for the electronic form.
    1. Click on the “Submit” button at the bottom of the form once completed.

       

NOTE: After the form is submitted, you will be redirected to OnBase “Fresno State” status view where you can launch additional forms, see OnBase items that require your attention or search for OnBase documents See the section titled Fresno State Status View Dashboard below for more details.

    1. You will automatically get an email notification which includes a download link for the pdf version of the form. Click on the “Download” link to print or save a copy of the form.

NOTE:  The download link will expire within 48 hours.

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Fresno State Status View Dashboard

  1. The Fresno State Status View Dashboard provides a quick view in three sections:  Available Forms, My Workflow, and Search.

a.       Available Forms:  Displays all forms that can be submitted. Double click on the form you want to submit.

b.       My Workflow:  Displays all workflow items that you need to review for approval. Double click on the workflow item you want to review.

c.       Search:  Gives you the ability to search for specific forms.  You have the option to filter the search by document date, Process ID, Status, Workflow Status, Submitted By (login username not your full display name).  Click on the Search button once you have filled in the search criteria.

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How to retrieve a copy of the PDF after the email download link has expired

  1. If you are NOT already logged in to the OnBase Web Client.
    1. Go to the OnBase Web Client
    2. Type your Fresno State username and password, click the Login button.

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  1. Once you are logged into OnBase you will be directed to the OnBaseDocument Retrieval” page.
    1. Under “Document Types” in the search bar enter “Public
    2. Click on “Print PDF”.
    3. In the “Search Type” you have the option to filter the search for pdfs by document date, Process, ID, Submitted By (login username not your full display name). 
    4. Click on the “Search” button at the bottom.

 

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  1. In the Document Search Results on the right panel all the PDFs that meet your search criteria will be displayed.
    1. Scroll down until you find the “PDF” you are looking for..
    2. Double click on the PDF
    3. The PDF will display on the bottom of the screen.
    4. From here you can download or print the document.

 

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How to make a copy of an existing PDF form.

  1. Go to Main Menu at the top right navigation bar .
    1. Click on “Document Retrieval
    2. Under the Forms Search bar enter “Electronic”­­ and it will take you to a list of all the available electronic PDF formsScroll down until you find the form that you are looking for and Click on the form.
    3. In the Search Type you have the option to search for pdf forms by document date, Process, ID, Submitted By (login username not your full name), Submitted Full Name, and Submit Date. Click on the “Search” button at the bottom.
    4. In the Document Search Results in the right panel the pdf forms that match your search criteria will be displayed. Scroll down until you find the pdf form you are looking forDouble click on the pdf form.  The pdf form will display on the bottom of the screen. 
    5. Place the cursor on the bottom where the form is displayed.  Right click. Click on “Work System Tasks” and then “Copy My Form”. The copied form will be displayed.

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    1. You can make any updates to the form.

                                                         i.   Check “Ready to submitonce the form is completed & click on the “Submit” button.

                                                       ii.   Check  “Discard” and click Submit if you want to cancel the form.

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Details

Article ID: 137686
Created
Fri 9/10/21 10:20 AM
Modified
Thu 9/16/21 8:53 AM