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Keywords: AutoFill Keyword Sets

SECTION 1: Defining and Using AutoFill Keyword Sets

01 Introduction 3 m
02 An End User Perspective 6 m

SECTION 2: Configuration and Data Sources

03 Configuring an AutoFill Keyword Set 11 m
04 Data Sources for an AutoFill Keyword Set 2 m
05 Using an Import Process as a Data Source 6 m
06 Using a Flat File as a Data Source 13 m
07 Using an External Source 5 m

SECTION 3: Additional Functionality

08 Configuring Reverse AutoFill Lookups 7 m
09 Leveraging AutoFill Keyword Sets in Workflow 6 m

SECTION 4: Final Assessment (Earn 80% or higher to earn credit)

10 Final Assessment

This course provides an overview of the importance of accurate Keyword data and demonstrates how AutoFill Keyword Sets enhance accuracy and efficiency in the indexing process. Simply put, using AutoFill Keyword Sets is one of the easiest ways to integrate the disparate data that exists all around your organization with OnBase.

Join Jen as she walks you through the creation and configuration of AutoFill Keyword Sets, External AutoFills, Reverse AutoFill Keyword Set Lookup, and using an AFKS in conjunction with Workflow.

  • Premium
  • P1605
  • Beginner
  • 59 mins
  • Available with Premium Subscription

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Prerequisites
There are no prerequisites for this course.
Topics Covered
  • The Benefits of Using AutoFill Keyword Sets
  • Where does AutoFill Data Come From?
  • How to Configure an AutoFill Keyword Set
  • Expanding AutoFill Keyword Sets within Processes
  • When to Use External AutoFills
  • Helping Indexers Use AutoFills
  • Using AutoFills to Evaluate Documents in Workflow
Learning Paths with This Course