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 |
SECTION 5: Further Learning
| 11 | Try the AutoFill Keyword Sets: Hands-On Lab course |
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 AutoFills 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.
- OnBase
- Premium
- P1605
- Beginner
- 59 mins
- Available with Premium Subscription
Please login to begin this course.
Prerequisites
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