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EDM Support

ELECTRONIC DOCUMENT MANAGEMENT SUPPORT

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CLICK HERE TO SEE THE LATEST INFORMATION ON THE LGS-1 RETENTION SCHEDULE

How-Tos

Ways to access OnBase from home

Accessing OnBase via AppStream

Importing Documents to OnBase Using Appstream

Saving and Printing Documents from OnBase Using Appstream

Web Client - Getting around OnBase 18

Web Client- Keyboard Shortcuts

Scan Station - OnBase Frequently Asked Questions

Scan Station - Importing Documents

Scan Station - Scanning & Index Guide

ALL Electronic Document Management How To's

Downloads

OnBase Install Files

You will need to enter a password to access these documents

Request Password Here

fi-Series Manuals

Fujitsu Scanner Drivers & Downloads

Drivers for fi-Series scanners and Downloads for Kofax & PaperStream software.

Scan Station - Kofax Patch Code - Landscape

Used to distinguish where one document ends and another begins when a pile of documents are loaded onto the auto sheet feeder of the scanner.

Scan Station - Kofax Patch Code - Portrait

Used to distinguish where one document ends and another begins when a pile of documents are loaded onto the auto sheet feeder of the scanner.

Scan Station - Kofax VRS 4.2 User Guide

Manuals

All Vendor Manuals

You will need to enter a password to access these documents

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Forms

New Password Policy Request

Change Authorization

New Document Request

New user Request

NYS Archives News

Latest Information on NY State Archives COVID-19 Response for Local Governments

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COVID-19 Emergency Response Retention

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Online Training Opportunities Records Management, Archives & Other Online Learning Opportunities:

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New Local Government Retention Schedule

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Contact

Service Support

Phone: 607-766-3800

Email: [email protected]

Enter a ticket: https://scric.service-now.com/

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Service Information

Electronic Document Management Service

Important Links

OnBase Web Client Login page

Fujitsu Scanner Drivers & Downloads

OnBase Events

View All Events

NYS Archive Links

NYS Education Department

NYS Archive Homepage

NYS Archive Workshop Schedule

NYS Archive LGS Retention and Disposition Schedule

-Must be adopted between August 1, 2020 and January 1, 2021. See details on this page

Major Revisions to the Retention and Disposition Schedule (LGS-1)

NYS Archive LGS-1 revisions for school districts and BOCES

NYS Archives - LGS-1 printable pdf (411 pages)

NYS Archive Grants and Awards Overview

NYS Archive ED-1 Schedule

-For school districts and BOCES

NYS Archive - Digital Imaging Guidelines

-Tech requirements for scanned documents

NYS CVP Rule 4518

- New York State Law outlining submission of an electronic business records in court.

NYS Archive Part 185, 8NYCRR

NYS Archives How to Process & Purge Inactive Records

NYS Archives YouTube Channel

NYS Archive Webinars

Foundations of Digital Imaging and Electronic Document Management Webinar

Records Management or Archives Questions?

Michael Martin
New York State Archives
Regional Advisory Officer for Central New York Region
518-330-7987
[email protected]
www.archives.nysed.gov