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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.
Interested in self-hosting this course? Follow the Request Self-Hosted Training link under Resources & Links.
- eLearning
- E1338
- Beginner
- 2 hrs
- 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
- 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