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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)

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.