What is OnBase?

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OnBase is a content management system used to store and manage documents. The documents stored in OnBase are indexed and linked to Constituent and Fund records in ABE.

Both ABE CRM and Advancement Resources and OnBase allow you to access supporting documents for the information you're viewing.

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

Examples of documents that should be stored in OnBase 

  • Memoranda of Agreement and other gift documentation
  • Documents associated with contact reports or interaction

Additional document types may be found in this article: Document types in OnBase.

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