Combined Viewer
Introduction
| 01 | Introduction | 2 m | ||
| 02 | Demonstration - Unity Combined Viewer | 4 m | ||
| 03 | Demonstration - Combined Viewer App | 6 m |
Configuration
| 04 | Product Rights & Licensing | 3 m | ||
| 05 | Settings | 3 m | ||
| 06 | New Settings in EP3 | |||
| 07 | Source Filter | 1 m | ||
| 08 | Import Keywords | 1 m | ||
| 09 | Import Documents | 1 m | ||
| 10 | View Tabs | 5 m | ||
| 11 | Keywords & User Groups | 1 m | ||
| 12 | End User Demonstration & Customization | 3 m |
Conclusion
| 13 | Best Practices & Performance | 2 m | ||
| 14 | Conclusion | 2 m |
Final Assessment (Earn 80% or higher to earn credit)
| 15 | Final Assessment | 5 m |
Further Learning
| 16 | Try the Combined Viewer Hands-On Lab | |||
| 17 | Watch the IAM Services: Hyland IdP for OnBase Foundation EP3 course | |||
| 18 | Try the IAM Services: IdP and API Server Installation for OnBase: Hands-On Lab course | |||
| 19 | Try the IAM Services: Combined Viewer Client Connection: Hands-On Lab course |
Do you have business processes involving collections of documents, WorkView objects, and Workflow items? Need a better way to interact with that data? With Combined Viewer, you can easily navigate the related information, all together, in one interface. You'll also enjoy features like accessing recent documents, marking with flags, creating your own personal queries, utilizing full-text search, and completing tasks. In this course, expert Brian LaPorte walks you through configuring your own combined views for the Unity Combined Viewer and the Combined Viewer App.
- OnBase
- eLearning
- P1539
- Intermediate
- 39 mins
- Available with Premium Subscription
Please login to begin this course.
Prerequisites
Topics Covered
- Unity Combined Viewer
- Combined Viewer App
- Required Licenses
- Flagging a Document
- Performing Ad Hoc User Tasks from Combined Viewer
- Viewing Related Items
- Creating a New Combined View Type
- Setting Auto-Name String, View Orientation, and Header
- Rearranging Source Filters
- Showing the Count of Documents in a View Tab
- Selecting a View Tab Color
- Setting User Group Permissions for View Tabs
- Rearranging View Tabs
- Modifying Existing View Tabs
- Creating a Personal Query
- Using the Import Center
- Adding a Note
