OnBase for Contracts
This page is the one-stop shop for training and instructions on how to use OnBase for contracts for contract writers, the Controller's Office and the Procurement team.
Finding Contracts in OnBase
Find a contract in OnBase using custom queries
CDOT Contracts - Find a Contract in OnBase Using Custom QueriesSTEP-BY-STEP
Find a contract in OnBase using a retrievals search
CDOT Contracts - Find a Contract in OnBase Using a Retrieval SearchSTEP-BY-STEP
Find a contract in OnBase using custom queries and retrievals search
VIDEO
Find a contract in OnBase using cross-references, discussions, and revisions
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Contract Signers
Using DocuSign
Sign a CDOT contract in DocuSign
CDOT Contract Signers: How to Sign a CDOT Contract in DocuSignSTEP-BY-STEP
DocuSign personal account fix - update to receive fully executed copies as a non-signer
Contract Signers - Personal Account Fix - Update to Receive Fully Executed Copies as a Non-signerSTEP-BY-STEP
Contract Managers
Using OnBase & DocuSign
Send/route a contract for signature using OnBase/DocuSign
CDOT Contract Managers: How to Send/Route a Contract for Signature Using DocuSignSTEP-BY-STEP
Download a template in DocuSign
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Edit an existing document in OnBase
CDOT Contract Managers: How to Edit an Existing Document in OnBaseSTEP-BY-STEP
Edit an existing document in OnBase
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Replace an existing document in OnBase
CDOT Contract Managers: How to Replace an Existing Document in OnBaseSTEP-BY-STEP
Import a new contract document into OnBase and save it as a revision
VIDEO
Delete a document in OnBase
CDOT Contract Managers: How to Delete a Document in OnBaseSTEP-BY-STEP
Forms
Purchase approval process - Unity form and workflow in OnBase
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Working with Queries
Create a custom Right of Way query in OnBase
VIDEO
Create a custom AP Invoice query in OnBase
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Create a Purchase Order (PO) query in OnBase
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Working with Your Personal Page
Create a query report tile on Your Personal Page in OnBase
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Create tiles on your Personal Page in OnBase
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Reconfigure tiles on your Personal Page in OnBase
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Configurations
Import document into OnBase, search and create links to the document
VIDEO