When users need to view two or more related documents to accomplish their work, cross-references can decrease the number of clicks, time and effort to retrieve the information necessary to complete their tasks. Once you configure cross-references using keywords—or even just words from text documents—your users will be able to simply click an icon, double-click, or right-click on one document, to find all the other related documents they’ll need.
Cross-reference from a resume, and the cover letter and application for employment appear. Click a PO, and the invoice and packing slip show up. Quickly get from a patient’s record, to all of their lab results, X-rays, list of medications, etc. With the power of cross-references, users can spend their time thinking through their decision, rather than performing multiple retrievals before they can even begin processing the information.
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There are no prerequisites for this course.
- Demonstrating the Power of Cross-References
- Identifying the Relationships Possible between File Formats
- Retrievals With Cross-References vs. Without
- Initiating a Cross-Reference on Image or OLE
- Configuring Different Click-Zones with OnBase Client
- Clicking Specific Text to Initiate a Cross-Reference
- Changing the Display Columns