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OnBase Interaction with ShareBase

SECTION 1: Course Instruction

01 Introducing ShareBase - A New Innovation from Hyland, Creators of OnBase 15 m
02 Activity 1
03 Demonstration of OnBase Interaction with ShareBase 13 m
04 Activity 2
05 Setting Up ShareBase Components for the Solution 8 m
06 Activity 3
07 Setting Up OnBase Components for the Solution 3 m
08 Activity 4
09 Workflow Actions Specific to ShareBase 2 m
10 Activity 5
11 Adding OnBase Documents to ShareBase 11 m
12 Activity 6
13 Uploading Documents into OnBase from ShareBase 16 m
14 Activity 7
15 Conclusion 1 m

SECTION 2: Final Assessment (Earn 80% or higher to earn credit)

16 10 Question Assessment

Ready to add Enterprise File Sync and Share to your OnBase solution? Using the OnBase Interaction with ShareBase, you can automatically share documents outside of OnBase according to business rules, collaborate with external users and seamlessly import or return content to OnBase.

This course will help you to prepare for implementing a combined ShareBase/OnBase Workflow solution and provide you with examples of how to use the new ShareBase-centered OnBase Workflow actions. You will learn how to automatically add OnBase documents to ShareBase, automatically upload documents into OnBase from ShareBase, and automatically send e-mail notifications to those involved.

  • Premium
  • P1313
  • Expert
  • 1 hr 9 mins
  • Available with Premium Subscription

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Prerequisite
Topics Covered
  • ShareBase Administration
  • Information a ShareBase Administrator Needs To Share with the OnBase Administrator
  • ShareBase Monitor Service
  • Corporate Control of Data
  • Workflow Actions Specific to ShareBase
  • Adding OnBase Documents to ShareBase
  • Upload documents into OnBase from ShareBase
  • Sending e-mail notifications