Instructor-led Training

OnBase taught by the professionals.

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OnBase Forms

The OnBase Forms Course introduces OnBase professionals to the various types of forms that can be utilized and created within an OnBase solution. We will look at how to use and configure E-Forms and User Forms, as well as how to create and implement Unity Forms. The course introduces the students to advanced topics such as using document properties, system properties, and custom actions to build powerful business forms that are rapidly deployable internally or externally.

  • Instructor-led
  • I0446
  • Beginner
  • 1 day
  • $600 USD (Customer) - Rates outside the U.S. may vary

Prerequisites
There are no prerequisites for this course.
Topics Covered
  • Tour of E-Forms
  • Ways to submit an E-Form to OnBase
  • Creating an HTML file for OnBase
  • Importing the form to OnBase
  • Creating & Using an E-Form Document Type
  • Using Virtual Forms
  • Configuring a User Form
  • Inbox Filters
  • Troubleshooting E-Forms
  • Introduction to Unity Forms
  • Creating a Unity Form
  • Using Custom Action on Unity Forms
  • Testing a Unity Form
  • Saving a Unity Form
  • Sharing a Unity Form externally
Learning Paths with This Course