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End User Essentials: OnBase 16 Unity Client

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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.

Interested in self-hosting this course? Follow the Request Self-Hosted Training link under Resources & Links.

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

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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