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End User Essentials: OnBase 16 OnBase Client

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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.

  • eLearning
  • E1339
  • Beginner
  • 2 hrs
  • Free

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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