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End User Essentials: OnBase 12 Unity Client

SECTION 1: Course Instruction

01 Introduction to the Unity Client
02 A Quick Tour of the Unity Client
03 Activity 1
04 Document Retrieval
05 Activity 2
06 Custom Queries
07 Activity 3
08 Cross References
09 Activity 4
10 Document Retrieval by Text Search
11 Activity 5
12 Creating Notes and Searching Notes
13 Activity 6
14 Working with Notes
15 Activity 7
16 Internal Mail
17 Activity 8
18 File Cabinets and Folders
19 Activity 9
20 Envelopes
21 Activity 10
22 Importing and Indexing Documents
23 Activity 11
24 Modifying Keyword Values and Re-Indexing
25 Activity 12
26 Re-Ordering Pages in a Document and Splitting Documents
27 Activity 13
28 Creating New Documents from Existing Documents
29 Activity 14
30 Electronic Forms
31 Activity 15
32 Personal Pages
33 Activity 16
34 OnBase Workflow
35 Activity 17
36 Scanning Documents
37 Activity 18
38 Conclusion
39 Activity 19

SECTION 2: Final Assessment (Earn 80% or higher to earn credit)

40 9 Question Assessment

Happy, productive users are vital to every successful OnBase solution. And, nothing makes users happier and more productive than the confidence of knowing how to complete their tasks quickly and easily within OnBase.

Join Melissa Warren for this End User Essentials course, as she explores the basic features and functionality of the OnBase 12 Unity Client.

  • eLearning
  • E0743
  • Beginner
  • 1 hr 17 mins
  • Free

Please login to begin this course.


Prerequisites
There are no prerequisites for this course.