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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 Document Retrieval 6 m
04 Cross-References 6 m
05 External Text Search 3 m
06 Custom Queries 5 m
07 OnBase Folders 3 m
08 Using Envelopes 3 m
09 Customizing Toolbar 6 m
10 Highlights, Annotations, and Notes 10 m
11 Note Search 2 m
12 Working with Images 5 m
13 Working with Text Documents 5 m
14 Working with PDF and Office Documents 2 m
15 Indexing Documents 2 m
16 Completing Forms 3 m
17 Modifying Keywords 2 m
18 Re-Indexing Documents 3 m
19 Deleting and Re-Ordering Pages 6 m
20 Deleting Documents 1 m
21 Internal Mail 3 m
22 Saving Documents Outside of OnBase 3 m
23 Printing Documents 2 m
24 User Options 7 m
25 Changing Your Password 1 m
26 Workstation Options 2 m
27 Workflow 8 m
28 Scanning Additional Pages 2 m
29 Batch Scanning and Indexing 12 m

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

30 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.

  • OnBase
  • eLearning
  • E1339
  • 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 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