Envelopes and Notes
SECTION 1: Course Instruction
| 01 | Introduction | |||
| 02 | Overview of Envelopes | |||
| 03 | Creating and Using Envelopes in the Unity Client | |||
| 04 | Creating and Using Envelopes in the OnBase Client | |||
| 05 | Creating and Using Envelopes in the Web Client | |||
| 06 | Overview of Notes and Annotations | |||
| 07 | Creation and Configuration of Note Types | |||
| 08 | Creating and Using Notes in the Unity Client | |||
| 09 | Creating and Using Notes in the OnBase Client | |||
| 10 | Creating and Using Notes in the Web Client | |||
| 11 | Creating Notes via DIP | |||
| 12 | Creating Notes via Workflow | |||
| 13 | Retrieving Documents Using Note Search | |||
| 14 | Stapling Documents | |||
| 15 | Creating and Using Folder Notes and Bookmarks | |||
| 16 | Conclusion |
SECTION 2: Final Assessment (Earn 80% or higher to earn credit)
| 17 | Final Assessment |
Notes and Envelopes are two powerful – and free – OnBase features that can help save users time by allowing them to connect otherwise unrelated documents.
Join OnBase Training’s Bob Andress as he discusses both the basic and advanced concepts of Notes and Envelopes – including how envelopes can be used to easily retrieve, share and print groups of documents and how Notes can be a valuable & secure collaboration tool.
- Premium
- P1086
- Intermediate
- 1 hr 6 mins
- Available with Premium Subscription
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