Enable Javascript: To get the best possible experience using Training.Hyland.com we recommend you enable javascript. Some functionality may missing or broken without javascript enabled. More info

Premium Subscription

Brighten your day with 250+ courses

Learn More Purchase

Document Imaging: Introduction

SECTION 1: Introduction

Introduction

2 m

SECTION 2: Configuration

02	Setting Up a Scan Queue	3 m
03	Registering the Workstation	1 m

SECTION 3: Demonstration

04	Sweeping in the OnBase Client	4 m
05	Indexing in the OnBase Client	3 m
06	Sweeping in the Unity Client	6 m
07	Activity: Options Panel in Scanning Pane
08	Indexing in the Unity Client	4 m
09	Activity: Options Panel in Batch Processing Layout

SECTION 4: Scanning

Scan Format

4 m

SECTION 5: Improving End User Experience & Efficiency

11	Document Type Selection	3 m
12	Setting a Default Directory	4 m
13	Auto-Name Batches	2 m
14	Keep Zoom Region	3 m
15	Requiring Keywords	3 m
16	Document Date Label	2 m
17	Interactive Data Capture	7 m
18	Unity Indexing Panel	4 m
19	Threshold Notifications	2 m
20	Opening Upon Startup in the OnBase Client	2 m
21	Customizing the Toolbar in the OnBase Client	3 m
22	Utilizing Personal Pages in the Unity Client	2 m
23	Conclusion	1 m

SECTION 6: Final Assessment (Earn 80% or higher to earn credit)

Final Assessment

Document Imaging: Introduction is designed to help you become more efficient with scanning and indexing documents into your OnBase system. When scanning in large volumes of documents, every second is critical to your solution's success and this course will alert you to opportunities that will save your organization valuable time and money.