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End User Essentials: OnBase 17 OnBase Client

SECTION 1: Course Introduction

01 OnBase Client Tour 3 m

SECTION 2: Retrieval

02 Document Retrieval 3 m
03 Cross-References 2 m
04 Custom Queries 2 m
05 File Cabinets and Folders 3 m
06 Note Search 2 m
07 External Text Search 3 m

SECTION 3: Importing and Indexing

08 Importing and Indexing Documents 3 m
09 Indexing Batches of Documents 4 m

SECTION 4: Working with Documents

10 Working with Image Documents 2 m
11 Working with Text Documents 5 m
12 Working with PDF and Office Documents 3 m
13 Deleting and Re-Ordering Pages 2 m
14 Notes, Highlights, and Annotations 4 m
15 Completing Forms 2 m

SECTION 5: User Options

16 Changing Your OnBase Password 1 m
17 Customizing the OnBase Toolbar 3 m
18 Customizing User Options 6 m

SECTION 6: Additional Functionality

19 Workflow 6 m

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

20 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 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.

  • OnBase
  • eLearning
  • P1488
  • Beginner
  • 1 hr
  • Available with Premium Subscription

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Prerequisites
There are no prerequisites for this course.
Topics Covered
  • Navigating the OnBase Client
  • Adding criteria for searches
  • Finding documents in your system
  • Working with electronic folders
  • Putting what you work with most in one place
  • Bringing documents into OnBase
  • Sorting document pages
  • Filling out forms to start processes
  • Customizing your user experience
  • Utilizing right-click options
  • Working in the menu
  • Virtual sticky notes
  • Navigating and working in Workflow
  • Classifying Documents in Your System