How to add a document to a fund or constituent via OnBase

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Note: only WFAA employees can follow the steps outlined below.

How to add a document

1. Visit the Help Center and submit a request.

2. Under I need to..., select Add Document to OnBase.

3. Complete all required fields.

4. If appropriate, select the Confidentiality check box.

5. Add your document as an attachment.

6. Click Submit.

Records management staff will receive the document and form, adding your document to OnBase.

After the document is added, you will find a link to it on the OnBase tab in the corresponding constituent record, fund record, contact report or interaction or opportunity record.

If you have any questions or advice about the process, please contact GeneralFiles@supportuw.org for assistance.

Guide to ABE IDs for document management

The Add Document to OnBase form requires submitting ABE lookup IDs for the corresponding areas in ABE CRM related to the document.

Constituent Lookup ID

  • Open ABE CRM.
  • Navigate to the constituent record.
  • Copy the Lookup ID.
  • Return to the Help Center form, and paste it into the Constituent Lookup ID field.

 

Fund ID

  • Open ABE CRM.
  • Navigate to Fundraising.
  • Navigate to the Purpose Search.
  • Copy the Lookup ID.
  • Return to the Help Center form, and paste it into the Fund ID field.

 

Interaction ID

  • Open ABE CRM.
  • Navigate to the constituent record.
  • Navigate to the Interactions page.
  • Open the correct interaction.
  • Copy the Interaction ID.
  • Return to the Help Center form, and paste it into the Contact Report ID field.

 

Opportunity ID

  • Open ABE CRM.
  • Navigate to the constituent record.
  • Navigate to the Prospect page.
  • Open the appropriate major giving plan containing the opportunity.
  • Click the Opportunities tab. 
  • Click Go to Opportunity.
  • Copy the Opportunity ID.
  • Return to the Help Center form, and paste it into the Opportunity ID field.

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