01 | Unity Client Tour | 2 m |
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 |
07 | Importing and Indexing Documents | 3 m | ||
08 | Indexing Batches of Documents | 3 m |
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 |
16 | Customizing Your Personal Page | 4 m | ||
17 | Changing Your OnBase Password | 1 m | ||
18 | Customizing Your User Options | 4 m |
19 | Workflow | 6 m | ||
20 | Combined Viewer | 8 m | ||
21 | My Reading Groups | 2 m | ||
22 | WorkView | Case Manager | 6 m |
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.
This course requires a Premium Subscription. Login to learn more.