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Document Tracking

SECTION 1: Course Instruction

01 Introduction 2 m
02 End User Demo – HR Onboarding 18 m
03 End User Demo – Lending 4 m
04 Installation and Licensing 1 m
05 Configuration 14 m
06 Document Tracking Override Settings 1 m
07 New in OnBase 16: Override Settings 2 m
08 Troubleshooting 1 m
09 Conclusion 3 m

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

10 Final Assessment

This course covers our Document Tracking module, which is used to simplify compliance activities surrounding document-intensive business practices. Document Tracking expert Jerry Fochtman walks through the two different end user demonstrations of functionality: one for HR Onboarding, and another in the Financial Services / Lending industry. You’ll see how to configure and troubleshoot functionality that allows users to visually identify missing, incomplete, or expired documents—persistently tracking document status. Users receive notifications of upcoming document expiration, prompting them to take appropriate action in a timely manner and track follow-up activities. Document Tracking improves control over the management of required documents, related tasks and the quality of customer service.

  • OnBase
  • eLearning
  • P1314
  • Beginner
  • 46 mins
  • Available with Premium Subscription

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There are no prerequisites for this course.
Topics Covered
  • Document Tracking
  • HR Onboarding
  • Financial Services
  • Lending
  • Loans

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