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End User Essentials: OnBase 15 Client

SECTION 1: Course Instruction

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

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

29 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 Client.

  • eLearning
  • E1164
  • Beginner
  • 1 hr 56 mins
  • Free

Please login to begin this course.


Prerequisites
There are no prerequisites for this course.