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End User Essentials: OnBase 18 OnBase Client

SECTION 1: Course Introduction

OnBase Client Tour

3 m

SECTION 2: Retrieval

02	Document Retrieval	3 m
03	Cross-References	2 m
04	Custom Queries	2 m
05	External Text Search	3 m
06	File Cabinets and Folders	3 m
07	Note Search	2 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	1 m
11	Completing Forms	2 m
12	Deleting and Re-Ordering Pages	2 m
13	Notes, Highlights, and Annotations	4 m
14	Working with PDF and Office Documents	3 m
15	Working with Text Documents	5 m

SECTION 5: User Options

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

SECTION 6: Additional Functionality

Workflow

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 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.