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Folders and File Cabinets: A Quick Look
SECTION 1: Course Instruction
| 01 | Using OnBase Folders | 7 m | ||
| 02 | Initial Configuration | 9 m | ||
| 03 | Folder Keywords | 9 m | ||
| 04 | Configuring Auto-Foldering | 7 m | ||
| 05 | Dynamic Folders | 5 m | ||
| 06 | Auto-Create Child Folders | 6 m | ||
| 07 | Folder Date Ranges | 8 m | ||
| 08 | Auto-Folder or Delete in Mass | 10 m | ||
| 09 | Folder and Document Order | 6 m | ||
| 10 | Tabs and Icons | 5 m | ||
| 11 | Folder Templates | 9 m | ||
| 12 | Folders and Workflow | 7 m | ||
| 13 | Folder Searches | 7 m | ||
| 14 | Folder Custom Queries | 5 m | ||
| 15 | Folder Notes and Bookmarks | 5 m | ||
| 16 | Moving Folders and Deleting Orphans | 5 m |
SECTION 2: Final Assessment
| 17 | Final Assessment |
Think about a file cabinet. Simple. Familiar. Easy to Use.
Now think about a file cabinet populated without human interaction. Folder structures created and populated automatically based on business needs and categories.
Finally, picture yourself creating these automated file cabinets and becoming a hero to all who use them. This series will show you how!- eLearning
- E1352
- Beginner
- 2 hrs 15 mins
- Free
Please login to begin this course.
Prerequisites
Topics Covered
- Automatic folder structure creation
- Auto-Foldering
- Auto-Create Child Folders
- Easy import and index with OnBase folders
- Design considerations
- Add notes to folders
- Bookmark a document within a folder
- Get rid of the folders you no longer need
- Let users easily see what's missing from a folder
- Search for folders WITHOUT GOING DESK to DESK
- Create tabbed folders
- Create folders based on dates
- How to test your structures
- Folders and Workflow