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End User Essentials: OnBase 15 Unity Client

SECTION 1: Course Instruction

01 Unity Client Tour
02 Document Retrieval
03 Cross-References
04 External Text Search
05 Custom Queries
06 OnBase Folders
07 Using Envelopes
08 Personal Page
09 Highlights Annotations and Notes
10 Note Search
11 Working with Images
12 Working with Text Documents
13 Working with PDF and Office Documents
14 Uploading and Indexing Documents
15 Completing an E-Form
16 Modifying Keywords
17 Re-Indexing Documents
18 Deleting and Re-Ordering Pages
19 Internal Mail
20 Saving Documents Outside of OnBase
21 Printing Documents
22 User Options
23 Changing Your Password
24 Workflow
25 Document Imaging

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

26 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 15 Unity Client.

  • eLearning
  • E1162
  • Beginner
  • 1 hr 55 mins
  • Free

Please login to begin this course.

There are no prerequisites for this course.