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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)

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.

  • OnBase
  • eLearning
  • P1086
  • Intermediate
  • 1 hr 6 mins
  • Available with Premium Subscription

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There are no prerequisites for this course.
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