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EDM Services: Introduction

SECTION 1: Course Instruction

01 Introduction 1 m
02 End-User Demo 4 m
03 Terminology 2 m
04 Revisions and Versions 11 m
05 Image Markups 7 m
06 Document Templates 6 m
07 EDM Briefcase 3 m
08 Conclusion 1 m

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

09 Final Assessment

Over time, documents may need to undergo changes as new needs are identified. Wouldn’t it be great if OnBase users could track and compare historical changes of these documents, even while remote?

Join OnBase Trainer, Shelby Lounsborough, as she discusses EDM Services - highlighting use cases, basic configuration, and practical features within EDM Services to address these needs.

  • Premium
  • P1353
  • Beginner
  • 35 mins
  • Available with Premium Subscription

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Prerequisites
There are no prerequisites for this course.
Topics Covered
  • Comparing Document Versions
  • Persistent Checkouts
  • Importing Multiple Files
  • Working Remotely