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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 Document Retrieval 7 m
04 Cross References 5 m
05 External Text Search 4 m
06 Custom Queries 5 m
07 Folders 3 m
08 Envelopes 4 m
09 Personal Page 7 m
10 Highlights, Annotations, and Notes 6 m
11 Note Search 2 m
12 Working with Images 4 m
13 Working with Text Documents 3 m
14 Working with PDF and Office Documents 2 m
15 Uploading and Indexing Documents 4 m
16 Completing Forms 3 m
17 Modifying Keywords 4 m
18 Re-Indexing Documents 4 m
19 Deleting and Re-Ordering Pages 5 m
20 Internal Mail 4 m
21 Saving Documents Outside of OnBase 2 m
22 Printing Documents 2 m
23 User Options 5 m
24 Changing Your Password 1 m
25 Workflow 10 m
26 Indexing Batches of Documents 8 m

SECTION 3: Final Assessment (Earn 80% or higher to earn credit)

27 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.

  • OnBase
  • eLearning
  • E1337
  • Beginner
  • 1 hr 45 mins
  • Free

Please login to begin this course.


Prerequisites
There are no prerequisites for this course.
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