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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
This course requires a Premium Subscription. Login to learn more.
Prerequisites
Topics Covered
- Comparing Document Versions
- Persistent Checkouts
- Importing Multiple Files
- Working Remotely