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End User Essentials: OnBase 18 Unity Client

SECTION 1: Course Introduction

Unity Client Tour

2 m

SECTION 2: Retrieval

02	Document Retrieval	2 m
03	Cross-References	1 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	Completing Forms	2 m
10	Deleting and Re-Ordering Pages	3 m
11	Notes, Highlights, and Annotations	3 m
12	Separating and Combining Documents	3 m
13	Working with Image Documents	2 m
14	Working with PDF and Office Documents	2 m
15	Working with Text Documents	2 m

SECTION 5: User Options

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

SECTION 6: Additional Functionality

19	Workflow	6 m
20	Combined Viewer	8 m
21	My Reading Groups	2 m
22	WorkView	6 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 18 Unity Client.

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

Interested in downloading and customizing this course to host internally? Follow the Download or Customize Training link under Resources & Links to learn more.