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End User Essentials: OnBase 15 Client

SECTION 1: Course Instruction

01 OnBase 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 Customizing Toolbar
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 Docs
24 Activity 12
25 Working with PDF and Office Docs
26 Activity 13
27 Importing and Indexing Docs
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 Reordering Pages
36 Activity 18
37 Deleting Documents
38 Activity 19
39 Internal Mail
40 Activity 20
41 Saving Documents Outside of OnBase
42 Activity 21
43 Printing Documents
44 Activity 22
45 User Options
46 Activity 23
47 Changing Your Password
48 Activity 24
49 Workstation Options
50 Activity 25
51 Workflow
52 Activity 26
53 Scanning Additional Pages
54 Activity 27
55 Batch Scanning and Indexing
56 Activity 28
57 Activity 29

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 15 Client.

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

Please login to begin this course.


Prerequisites
There are no prerequisites for this course.