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End User Essentials: OnBase 17 Unity Client

SECTION 1: Course Introduction

Unity Client Tour

2 m

SECTION 2: Retrieval

02	Document Retrieval	2 m
03	Cross-References	2 m
04	Custom Queries	2 m
05	File Cabinets and Folders	2 m
06	Note Search	2 m

SECTION 3: Importing and Indexing

07	Importing and Indexing Documents	3 m
08	Indexing Batches of Documents	3 m

SECTION 4: Working with Documents

09	Working with Image Documents	2 m
10	Working with Text Documents	2 m
11	Working with PDF and Office Documents	2 m
12	Deleting and Re-Ordering Pages	3 m
13	Separating and Combining Documents	3 m
14	Notes, Highlights, and Annotations	3 m
15	Completing Forms	2 m

SECTION 5: User Options

16	Customizing Your Personal Page	4 m
17	Changing Your Password	1 m
18	Customizing User Options	4 m

SECTION 6: Additional Functionality

19	Workflow	6 m
20	My Reading Groups	2 m

SECTION 7: Final Assessment (Earn 80% or higher to earn credit)

Final Assessment

Happy, productive users are vital to every successful OnBase solution. And nothing makes users happier and more productive than the confidence of knowing how to complete their tasks quickly and easily in OnBase. Join us for this End User Essentials course, as we explore the basic features and functionality of the OnBase 17 Unity Client.

A great resource is the Job Aid, which you can download, edit, and distribute to end users. This valuable document is in the Resources section of this course.

Interested in downloading and customizing this course to host internally? Click the Download or Customize Training link in Resources to download course assets.