An OnBase 17 ECM Solution is required. Mobile Briefcase features require an additional, product-specific license.

New in 17:

• Quickly read through PDFs using bookmarks
• Get important announcements through Login Banners
• Use cascading datasets to more easily index documents

Using familiar touchscreen gestures, users can:

• Browse and access Workflow at their convenience
• View, zoom, and navigate multi-page documents and keywords
• Execute Workflow Ad-Hoc tasks
• Add, view, edit, and delete OnBase notes and annotations
• Execute searches with OnBase Custom Queries
• Create, View, Edit, and Save E-Forms and Unity Forms
• View Workflow related documents
• Upload photos as multi-page documents
• Take pictures with automatic cropping and deskewing
• Crop, adjust brightness and contrast, rotate images, and choose between color, grayscale, and black & white after taking pictures
• Filter and sort in Workflow
• Store geolocation information when uploading new documents and creating Unity Forms and E-Forms
• View cross referenced documents
• Execute SQL Custom Queries
• View other user’s inbox in load balanced queues
• Dynamically show relevant tasks and hide non-relevant ones in Workflow with support for Filter Rules

Through Mobile Briefcase, users can take documents and Unity Forms offline. While offline, users can:

• View documents
• Add new documents
• Add, modify, and delete notes and annotations
• View, modify, and create Unity Forms offline
• Sync up changes made offline to the server and sync down the latest information from the server