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Sending Documents to Central Mail from OnBase

Documents may be sent to central mail directly from OnBase.

  1. While in OnBase Workflow click on the document that is to be sent. (Multiple documents may be selected by holding the ctrl key and clicking on the documents.)

OnBase Workflow with a document highlighted.

  1. Click on the Send to Central Mail button on the Ribbon.

Central Mail button in OnBase Workflow with an arrow pointing to it.

  1. The documents will move to Send to Central Mail Inbox.

List of inboxes with an arrow pointing to Send to Central Mail.

  1. Go to the Central Mail Inbox. Click on the document(s) you wish to send.

OnBase Workflow with a document highlighted.

  1. Click the Email Central Mail button.

Send to Central Mail section with an arrow pointing to the Email to Central Mail button.

  1. A list of documents will populate to verify that these are the documents to be sent. Click the Submit button.

Pop-up box that users verify the correct document has been selected.

  1. The DHS Central Mail Request form will pop up. Complete the information on the form and click the Submit button.

Central Mail Request Form.

  1. Select if you want the document returned to your inbox.

OnBase Workflow asking if the document is to be returned to the workers inbox.