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End User Essentials: OnBase 16 Unity Client
SECTION 1: Course Introduction
| 01 | Welcome | 1 m |
SECTION 2: Course Instruction
| 02 | Unity Client Tour | 3 m | ||
| 03 | Activity 1 | |||
| 04 | Document Retrieval | 7 m | ||
| 05 | Activity 2 | |||
| 06 | Cross References | 5 m | ||
| 07 | Activity 3 | |||
| 08 | External Text Search | 4 m | ||
| 09 | Activity 4 | |||
| 10 | Custom Queries | 5 m | ||
| 11 | Activity 5 | |||
| 12 | Folders | 3 m | ||
| 13 | Activity 6 | |||
| 14 | Envelopes | 4 m | ||
| 15 | Activity 7 | |||
| 16 | Personal Page | 7 m | ||
| 17 | Activity 8 | |||
| 18 | Highlights, Annotations, and Notes | 6 m | ||
| 19 | Activity 9 | |||
| 20 | Note Search | 2 m | ||
| 21 | Activity 10 | |||
| 22 | Working with Images | 4 m | ||
| 23 | Activity 11 | |||
| 24 | Working with Text Documents | 3 m | ||
| 25 | Activity 12 | |||
| 26 | Working with PDF and Office Documents | 2 m | ||
| 27 | Activity 13 | |||
| 28 | Uploading and Indexing Documents | 4 m | ||
| 29 | Activity 14 | |||
| 30 | Completing Forms | 3 m | ||
| 31 | Activity 15 | |||
| 32 | Modifying Keywords | 4 m | ||
| 33 | Activity 16 | |||
| 34 | Re-Indexing Documents | 4 m | ||
| 35 | Activity 17 | |||
| 36 | Deleting and Re-Ordering Pages | 5 m | ||
| 37 | Activity 18 | |||
| 38 | Internal Mail | 4 m | ||
| 39 | Activity 19 | |||
| 40 | Saving Documents Outside of OnBase | 2 m | ||
| 41 | Activity 20 | |||
| 42 | Printing Documents | 2 m | ||
| 43 | Activity 21 | |||
| 44 | User Options | 5 m | ||
| 45 | Activity 22 | |||
| 46 | Changing Your Password | 1 m | ||
| 47 | Activity 23 | |||
| 48 | Workflow | 10 m | ||
| 49 | Activity 24 | |||
| 50 | Indexing Batches of Documents | 8 m | ||
| 51 | Activity 25 |
SECTION 3: Final Assessment (Earn 80% or higher to earn credit)
| 52 | 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 16 Unity Client.
- eLearning
- E1337
- Beginner
- 1 hr 45 mins
- Free
Please login to begin this course.
Prerequisites
Topics Covered
- Adding criteria for searches
- Activating a cross reference
- Finding documents by key words within the document
- Grouping your own documents
- Working with electronic folders
- Putting what you work with most in one place
- Bringing documents into OnBase
- Sorting document pages
- Filling out forms to start processes
- Indexing batches of documents
- Change your password in a few clicks
- Saving documents as PDFs
- Put the right keywords on your documents
- Right-click options
- Working in the menu
- Virtual sticky notes