OnBase Help and Training
OnBase is an enterprise content management (ECM) platform that helps manage documents
and streamline business processes. RCCD currently uses it for document imaging and
storage and electronic forms and workflows.
The OnBase Unity Client is one way users can access the platform. The guide in the
Training Documents section below explains how to install the Unity Client for access to the production
environment.
Training Documents
- OnBase Unity Client Installation Instructions (UPDATED 5/30/2025)
- Using OnBase Unity Client for the First Time
- Submitting an Agreement/Contract Transmittal Form
- RCCD Updated Agreement and Contract Transmittal Form and Approval Process - Overview and Submitting a Form and Approving - Spring 2025
- Agreement/Contract Transmittal Form Process - Department Administrator Role - Process Steps and Using OnBase Unity Client
- Agreement/Contract Transmittal Form Process - Department Manager Role - Process Steps and Using OnBase Unity Client
- Agreement/Contract Transmittal Form Process - College Area VP Role - Process Steps and Using OnBase Unity Client
- Agreement/Contract Transmittal Form Process - College Business Services Role - Process Steps and Using OnBase Unity Client
- Agreement/Contract Transmittal Form Process - College President Role - Process Steps and Using OnBase Unity Client
- Agreement/Contract Transmittal Form Process - College VP Business Services Role - Process Steps and Using OnBase Unity Client
Training Videos
CTF Process - Moving to OnBase - Why? - 06-10-2025
OnBase Training - Creating a Form – 06-10-2025
OnBase Unity Client Overview - Part 1 – 06-10-2025
OnBase Unity Client Overview - Part 2 (Retrieval) – 06-10-2025
Contact:
If you have questions on OnBase, please send an email to RCCD Helpdesk
If you have questions on the CTF process using OnBase, please send an email to Esmeralda Abejar