Install OnBase on your Windows computer

During the Spring 2022 semester, Etrieve by Softdocs will replace Hyland OnBase as Davidson's primary document management system. For more information, visit the project support page.

OnBase Overview

OnBase is used at Davidson to manage and securely store documents including student records, employee forms and invoices.  Admins are granted permission to scan, store and retrieve paper documents and electronic files. It’s also used to manage workflow by routing documents to custom queues designed for individual department needs. Account access and provisioning should be requested by managers. The application can be used in three ways, depending on your specific business need. 

• OnBase Outlook 2016 Integration
• OnBase Thin Client (browser shortcut on your desktop)
• OnBase Thick Client

Steps to Install the OnBase Outlook 2016 Integration

1. ***IMPORTANT*** Prior to starting this installation, please close Microsoft Outlook 2016.
2. Click on the Windows Start button in the lower left corner of the Windows desktop.
3. Type software center and Windows will automatically begin searching your hard drive.
4. In the search results, click on the Software Center app.
5. In the left panel, click on Applications.
6. Click on the OnBase16 Outlook 2016 Integration icon to launch the installation.
7. Click on the Install button.
8. Once installation is complete, you can start Microsoft Outlook 2016 to confirm the OnBase menu option has been added to the Outlook main menu.

Steps to Install the OnBase Thin Client

1. Click on the Windows Start button in the lower left corner of the Windows desktop.
2. Type software center and Windows will automatically begin searching your hard drive.
3. In the search results, click on the Software Center app.
4. In the left panel, click on Applications.
5. Click on the OnBase16 Thin Client icon to launch the installation.
6. Click on the Install button.
7. Once installation is complete, you should have a new shortcut on your desktop.

Steps to Install the OnBase Thick Client

1. Click on the Windows Start button in the lower left corner of the Windows desktop.
2. Type software center and Windows will automatically begin searching your hard drive.
3. In the search results, click on the Software Center app.
4. In the left panel, click on Applications.
5. Click on the OnBase16 Thick Client icon to launch the installation.
6. Click on the Install button.
7. Once installation is complete, you will have a new application on your Windows computer. In addition, you will see a new shortcut on your Windows desktop.