OnBase Information

OnBase Foundation EP3

About OnBase
Support & FAQ
Technical Information

What is OnBase

UNM Enrollment Management (EM) maintains a document and content management system called OnBase. OnBase automates Enrollment Management processes, scans, and manages student documentation in one secure location and provides capability for electronic signature, online forms and automated workflow processes. OnBase makes student data accessible to users whenever it is needed from both a web client and desktop client.

OnBase allows UNM Departments to:

∙ Access and search for Documents:
Easy to use interface to search for student documentation. Transaction history and actions history recorded and easily accessible for every document within OnBase.
∙ Customer Service Improvement:
Allows customers, departments and students to complete forms online and make requests online directly to a workflow. Allows emailed delivery of forms for signature and completion by recipient.
∙ Online forms and signatures:
Customizable online forms for student interaction, completion and signatures. Inter-departmental communication through online forms and requests.
∙ Collaboration among staff:
Securely share content and collaborate on processes and documents. Provide transparent accountability through workflows for staff to collaborate and assign work.
∙ Scanning and Document Import:
Scan paper documents or import electronic files. Easily index with student data to allow for immediate access to electronic file.
∙ Process Automation:
Workflows allow staff to automate routing of common functions; essentially routing a document through all necessary steps for completion and/or signature.
∙ Flexible option to share content:
Flexible distribution options including e-mail, print, and archiving, Flexible security options on both templates and final documents.
∙ Retention and Records Management:
Minimize risk and support compliance by securely storing, protecting and destroying information in accordance with applicable regulations.

Who uses OnBase?

Staff - Currently OnBase has 300+ users that use a combination of web and desktop versions of OnBase.

Students, Parents, Faculty and UNM Departments all interact with OnBase through various online forms for multiple UNM Departments including UNM Admissions, Financial Aid, Records and Registration, Global Education Office Veteran’s Resource Center and more.

Why OnBase?

  • Maintain copies of your most critical business documents in a high-capacity, high-availability electronic content repository
  • Intelligently manage records throughout their entire lifecycle—from inception to management to archiving to destruction
  • Easily share information through a solution that supports all aspects of electronic document processing with common software
  • Data can flow across the various organizations to promote efficient and consistent business processes
  • Easy to use, easy to implement, easy to manage

How do I get access to OnBase

Please see our FAQ’s for new employees within EM or other departments currently licensed to use OnBase.

Support and FAQ

OnBase is currently only utilized by the Division of Enrollment Management and academic departments who collaborate with the division to fulfill student focused administrative processes. Access is granted through the Banner Authorization Request system and maintained by Enrollment Management IT. For technical support please see the links below.

Onbase should only be used on a universty owned workstation.

Support Pages

Common FAQ

Ensure you're using your NetID credentials; DO NOT append "@unm.edu", use your NetID only.
Use VPN if not on the on-campus network.
In the Unity(Desktop) client click File > Administration> Manage Locks. Unlock the respective file. In the web client click the menu button and under the category User>Locked Objects> select the document and unlock. If you do not have access contact the OnBase lead or manager in your department.
The link is provided in the email you received when your BAR request was approved.
Please submit a request here and make sure to provide details on what functionality you want to achieve.
Contact your local IT or submit a help request here. The Desktop client is reserved for designated scanning stations or core EM staff only.

Onbase Technical Information

OnBase is currently an on-premise solution offering the following modules.

  • Web Client
  • Unity Client
  • Document Import Processor
  • Ad-Hoc Scanning
  • Unity Forms
  • E-Forms
  • Advanced Capture
  • Workflow
  • WebServer

Upgrade Information

The University is currently implementing OnBase Foundations EP3 as of December 2020. Please continue to visit this page for updates on future upgrades.

  • Future Upgrade Project: Foundations EP 5 slated for Fall 2021.