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.

Additional Help

OnBase Training, Support & References

OnBase Help & Login

Finding Contracts in OnBase

Find a contract in OnBase using custom queries (step-by-step instructions)

Find a contract in OnBase using a retrievals search (step-by-step instructions)

Find a contract in OnBase using custom queries and retrievals search (video)

Find a contract in OnBase using cross-references, discussions, and revisions (video)

Contract Signers

Using DocuSign

Sign a CDOT contract in DocuSign (step-by-step instructions)

DocuSign personal account fix - update to receive fully executed copies as a non-signer (step-by-step instructions)

Contract Managers

Using OnBase & DocuSign

Send/route a contract for signature using OnBase/DocuSign (step-by-step instructions)

Download a template in DocuSign (video)

Edit an existing document in OnBase (step-by-step instructions)

Edit an existing document in OnBase (video)

Replace an existing document in OnBase (step-by-step instructions)

Import a new contract document into OnBase and save it as a revision (video)

Delete a document in OnBase (step-by-step instructions)

Forms

Purchase approval process - Unity form and workflow in OnBase (video)

Working with Queries

Create a custom Right of Way query in OnBase (video)

Create a custom AP Invoice query in OnBase (video)

Create a Purchase Order (PO) query in OnBase (video)

Working with Your Personal Page

Create a query report tile on Your Personal Page in OnBase (video)

Create tiles on your Personal Page in OnBase (video)

Reconfigure tiles on your Personal Page in OnBase (video)

Configurations

Import document into OnBase, search and create links to the document (video)