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End User Essentials: OnBase 14 Unity Client

SECTION 1: Course Instruction

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

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

51 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 14 Unity Client.

  • eLearning
  • E1083
  • Beginner
  • 1 hr 40 mins
  • Free

Please login to begin this course.


Prerequisites
There are no prerequisites for this course.