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End User Essentials: OnBase 16 Web Client

SECTION 1: Course Introduction

01 Welcome to OnBase 1 m

SECTION 2: Course Instruction

02 Activity 1
03 Document Retrieval 11 m
04 Activity 2
05 Cross-References 5 m
06 Activity 3
07 External Text Search 5 m
08 Activity 4
09 Custom Queries 5 m
10 Activity 5
11 Folders 4 m
12 Activity 6
13 Envelopes 3 m
14 Activity 7
15 Highlights, Annotations, and Notes 8 m
16 Activity 8
17 Note Search 3 m
18 Activity 9
19 Working with Images 4 m
20 Activity 10
21 Working with Text Documents 4 m
22 Activity 11
23 Working with PDF and Office Documents 2 m
24 Activity 12
25 Uploading and Indexing Documents 5 m
26 Activity 13
27 Completing Forms 3 m
28 Activity 14
29 Modifying Keywords 4 m
30 Activity 15
31 Re-Indexing Documents 4 m
32 Activity 16
33 Deleting and Re-Ordering Pages 3 m
34 Activity 17
35 Internal Mail 4 m
36 Activity 18
37 Saving Documents Outside of OnBase 3 m
38 Activity 19
39 Printing Documents 2 m
40 Activity 20
41 User Options 4 m
42 Activity 21
43 Changing Your Password 1 m
44 Activity 22
45 Batch Indexing 5 m
46 Activity 23
47 Workflow 10 m
48 Activity 24
49 Document Imaging 5 m
50 Activity 25
51 StatusView 6 m
52 Activity 26

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

53 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 Web Client.

  • eLearning
  • E1338
  • Beginner
  • 2 hrs
  • 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
  • Let your work come to you
  • Change your password in a few clicks
  • Put the right keywords on your documents
  • Right-click options
  • Working in the menu
  • Virtual sticky notes
  • Making your own grouping of documents