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End User Essentials: OnBase 13 Client

SECTION 1: Course Instruction

01 OnBase Client Tour
02 Document Retrieval
03 Activity 1
04 Cross-References
05 Activity 2
06 External Text Search
07 Activity 3
08 Custom Queries
09 Activity 4
10 Folders
11 Activity 5
12 Envelopes
13 Activity 6
14 Customizing Toolbar
15 Activity 7
16 Annotations
17 Activity 8
18 Notes
19 Activity 9
20 Note Search
21 Activity 10
22 Working with Images
23 Activity 11
24 Working with Text Docs
25 Activity 12
26 Working with PDF and Office Documents
27 Activity 13
28 Uploading and Indexing Docs
29 Activity 14
30 Creating E-Forms
31 Activity 15
32 Modifying Keywords
33 Activity 16
34 Re-Indexing Documents
35 Activity 17
36 Deleting and Re-Ordering Pages
37 Activity 18
38 Deleting Documents
39 Activity 19
40 Internal Mail
41 Activity 20
42 Saving Docs Outside of OnBase
43 Activity 21
44 Printing Documents
45 Activity 22
46 User Options
47 Activity 23
48 Changing Your Password
49 Activity 24
50 Workstation Options
51 Activity 25
52 Workflow
53 Activity 26
54 Scanning Additional Pages into Docs
55 Activity 27
56 Batch Scanning and Indexing
57 Activity 28

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

58 Final 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 in OnBase. Join us for this End User Essentials course, as we explore the basic features and functionality of the OnBase 13 Client.

  • eLearning
  • E0902
  • Beginner
  • 1 hr 29 mins
  • Free

Please login to begin this course.


Prerequisites
There are no prerequisites for this course.