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

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

33 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