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End User Essentials: OnBase 16 OnBase Client
Welcome
| 01 | Welcome | 1 m |
SECTION 2: Course Instruction
| 02 | OnBase Client Tour | 3 m | ||
| 03 | Activity 1 | |||
| 04 | Document Retrieval | 6 m | ||
| 05 | Activity 2 | |||
| 06 | Cross-References | 6 m | ||
| 07 | Activity 3 | |||
| 08 | External Text Search | 3 m | ||
| 09 | Activity 4 | |||
| 10 | Custom Queries | 5 m | ||
| 11 | Activity 5 | |||
| 12 | OnBase Folders | 3 m | ||
| 13 | Activity 6 | |||
| 14 | Using Envelopes | 3 m | ||
| 15 | Activity 7 | |||
| 16 | Customizing Toolbar | 6 m | ||
| 17 | Activity 8 | |||
| 18 | Highlights, Annotations, and Notes | 10 m | ||
| 19 | Activity 9 | |||
| 20 | Note Search | 2 m | ||
| 21 | Activity 10 | |||
| 22 | Working with Images | 5 m | ||
| 23 | Activity 11 | |||
| 24 | Working with Text Documents | 5 m | ||
| 25 | Activity 12 | |||
| 26 | Working with PDF and Office Documents | 2 m | ||
| 27 | Activity 13 | |||
| 28 | Indexing Documents | 2 m | ||
| 29 | Activity 14 | |||
| 30 | Completing Forms | 3 m | ||
| 31 | Activity 15 | |||
| 32 | Modifying Keywords | 2 m | ||
| 33 | Activity 16 | |||
| 34 | Re-Indexing Documents | 3 m | ||
| 35 | Activity 17 | |||
| 36 | Deleting and Re-Ordering Pages | 6 m | ||
| 37 | Activity 18 | |||
| 38 | Deleting Documents | 1 m | ||
| 39 | Activity 19 | |||
| 40 | Internal Mail | 3 m | ||
| 41 | Activity 20 | |||
| 42 | Saving Documents Outside of OnBase | 3 m | ||
| 43 | Activity 21 | |||
| 44 | Printing Documents | 2 m | ||
| 45 | Activity 22 | |||
| 46 | User Options | 7 m | ||
| 47 | Activity 23 | |||
| 48 | Changing Your Password | 1 m | ||
| 49 | Activity 24 | |||
| 50 | Workstation Options | 2 m | ||
| 51 | Activity 25 | |||
| 52 | Workflow | 8 m | ||
| 53 | Activity 26 | |||
| 54 | Scanning Additional Pages | 2 m | ||
| 55 | Activity 27 | |||
| 56 | Batch Scanning and Indexing | 12 m | ||
| 57 | Activity 28 | |||
| 58 | Activity 29 |
SECTION 3: Final Assessment (Earn 80% or higher to earn credit)
| 59 | 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 Client.
Interested in self-hosting this course? Follow the Request Self-Hosted Training link under Resources & Links.
- eLearning
- E1339
- Beginner
- 2 hrs
- Free
Please login to begin this course.
Prerequisites
Topics Covered
- Adding criteria for searches
- Activating a cross reference
- Finding documents by keywords within the document
- Grouping your own documents
- Print documents with or without notes
- Keep your documents secure when sending mail
- Working with electronic folders
- Put what you use most in front of you on login
- 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 toolbar
- Virtual sticky notes
- Making your own grouping of documents