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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

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Prerequisites
There are no prerequisites for this course.
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
Learning Paths with This Course