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End User Essentials: OnBase 18 Unity Client

SECTION 1: Course Introduction

01 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 | Case Manager 6 m

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

23 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 Quick Reference Guide, which you can download, edit, and distribute to end users. This valuable document is under the Resources & Links section of this course.

Interested in self-hosting this course? Follow the self-hosted request link under Resources & Links.

  • Premium
  • P1527
  • Beginner
  • 57 mins
  • Available with Premium Subscription

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Prerequisites
There are no prerequisites for this course.
Topics Covered
  • Navigating the Unity Client
  • Adding criteria for searches
  • Finding documents in your system
  • Grouping your own documents
  • 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
  • Changing your OnBase password
  • Utilizing right-click options
  • Working in the menu
  • Virtual sticky notes
  • Navigating and working in Workflow
  • Managing cases in WorkView
  • Accessing and acknowledging compliance documents