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Unity Client: Introduction

SECTION 1: Course Instruction

01 Unity Introduction 8 m
02 Customizing the Personal Page 5 m
03 Import Options and Document Separation 10 m
04 Home, Favorites, And Forms 7 m
05 Document Retrieval & Working with Results Lists 11 m
06 Working with Custom Queries 10 m
07 Sharing Documents 6 m
08 Working with Documents 12 m
09 Unity Client Developments 7 m

SECTION 2: Final Assessment (Earn 80% or higher to earn credit)

10 Final Assessment

While the Unity Client is intuitive, it only takes learning about one button or shortcut to make your life easier, and there are so many insider tips and tricks to improve your daily work experience. Join Unity Client expert Colleen Alber as she provides insightful training on how to leverage this feature-rich client. This is a must-watch course if you work in or with the Unity Client regularly.

  • Premium
  • P1577
  • Beginner
  • 1 hr 16 mins
  • Available with Premium Subscription

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There are no prerequisites for this course.
Topics Covered
  • Document Separation
  • Using Search Criteria
  • Viewing Document Information
  • Document Discussions
  • Notes
  • Cross-References
  • Stapling Documents
  • Sharing Result Sets
  • Customizing Display
  • Unity Ribbon Features
  • Viewing Thumbnail Images
  • Image Markups
  • Signatures
  • Folders
  • Document Revisions
  • Full Text Search
  • Reporting Dashboards
  • UnityPop
  • DocPop
  • Filter Features
  • Sharing Documents
  • Sending Queries as Links
  • Adding Results Set to Personal Page
  • Viewing Related Documents