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End User Essentials: OnBase 12 Client

SECTION 1: Course Instruction

01 Introduction to the OnBase Client 1 m
02 A Quick Tour of the OnBase Client 3 m
03 Customizing the Toolbar 3 m
04 Document Retrieval 6 m
05 Custom Queries 3 m
06 Cross References 4 m
07 Notes 3 m
08 Internal Mail and User Options 3 m
09 File Cabinets and Folders 3 m
10 Envelopes 3 m
11 Importing and Indexing Documents 3 m
12 Modifying Keywords and Re-Indexing 3 m
13 Electronic Forms 3 m
14 Activity 14
15 Document Imaging 12 m
16 Conclusion 1 m

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

17 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 Classic Client.

  • eLearning
  • E0745
  • Beginner
  • 1 hr 3 mins
  • Free

Please login to begin this course.


Prerequisites
There are no prerequisites for this course.